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 | $1,377 | $165,335-99.2% | $149,696-99.1% | $158,922-99.1% |
| Participation rate | 15.4% | 84.6%-69.2pp | 82.5%-67.1pp | 82.0%-66.6pp |
| Annual return | 24.64% | 348.15%-323.5pp | 276.60%-252.0pp | 302.83%-278.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $132 | $7,181-98.2% | $6,842-98.1% | $5,982-97.8% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-99.9% | $11,246-100.0% |