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 3-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 | $12,178 | $102,317-88.1% | $146,958-91.7% | $80,856-84.9% |
| Participation rate | 54.3% | 75.8%-21.5pp | 82.2%-27.9pp | 67.6%-13.4pp |
| Annual return | 37.71% | 134.76%-97.1pp | 418.34%-380.6pp | 35.59%+2.1pp |
| Employer contribution / active EE | $1,603 | $3,713-56.8% | $4,933-67.5% | $2,755-41.8% |
| Participant deferral / active EE | $2,497 | $6,644-62.4% | $8,070-69.1% | $4,296-41.9% |
| Admin fee / account holder | $35 | $7,941-99.6% | $12,998-99.7% | $6,918-99.5% |