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 9-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 | $12,016 | $190,805-93.7% | $159,960-92.5% | $134,475-91.1% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -15.36% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,430 | $4,995-71.4% | $4,226-66.2% | $4,740-69.8% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $79 | $10,471-99.3% | $8,698-99.1% | $11,426-99.3% |