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 | $7,116 | $102,604-93.1% | $86,188-91.7% | $139,434-94.9% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.0%-39.0pp | 80.3%-50.3pp |
| Annual return | 30.36% | 1922.51%-1892.2pp | 1168.45%-1138.1pp | 372.94%-342.6pp |
| Employer contribution / active EE | $895 | $3,032-70.5% | $2,380-62.4% | $4,751-81.2% |
| Participant deferral / active EE | $1,066 | $4,676-77.2% | $3,985-73.2% | $6,710-84.1% |
| Admin fee / account holder | $170 | $8,657-98.0% | $6,852-97.5% | $11,403-98.5% |