See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,308 | $138,044-96.2% | $125,339-95.8% | $134,475-96.1% |
| Participation rate | 52.9% | 84.5%-31.5pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -6.68% | 750.33%-757.0pp | 572.05%-578.7pp | 417.96%-424.6pp |
| Employer contribution / active EE | $1,055 | $5,243-79.9% | $4,814-78.1% | $4,740-77.7% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $120 | $11,571-99.0% | $10,010-98.8% | $11,426-99.0% |