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 | $12,727 | $112,096-88.6% | $95,952-86.7% | $158,922-92.0% |
| Participation rate | 29.4% | 79.0%-49.6pp | 77.1%-47.7pp | 82.0%-52.5pp |
| Annual return | 59.21% | 171.09%-111.9pp | 91.61%-32.4pp | 302.83%-243.6pp |
| Employer contribution / active EE | $1,035 | $3,198-67.6% | $2,541-59.3% | $4,761-78.3% |
| Participant deferral / active EE | $1,476 | $4,784-69.2% | $4,167-64.6% | $5,982-75.3% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |