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 6-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 | $6,035 | $81,632-92.6% | $70,449-91.4% | $158,922-96.2% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.1%-46.5pp | 82.0%-53.4pp |
| Annual return | 14.23% | 208.40%-194.2pp | 109.03%-94.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $641 | $3,217-80.1% | $2,737-76.6% | $4,761-86.5% |
| Participant deferral / active EE | $641 | $4,554-85.9% | $3,709-82.7% | $5,982-89.3% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |