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 | $5,152 | $91,552-94.4% | $133,956-96.2% | $79,858-93.5% |
| Participation rate | 61.0% | 73.3%-12.4pp | 79.8%-18.9pp | 69.6%-8.7pp |
| Annual return | 98.11% | 61.85%+36.3pp | 45.09%+53.0pp | 31.71%+66.4pp |
| Employer contribution / active EE | $1,456 | $2,384-38.9% | $3,919-62.8% | $2,471-41.1% |
| Participant deferral / active EE | $1,433 | $3,733-61.6% | $5,048-71.6% | $3,740-61.7% |
| Admin fee / account holder | $21 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |