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 3-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 | $5,107 | $48,230-89.4% | $67,502-92.4% | $80,856-93.7% |
| Participation rate | 46.4% | 66.4%-19.9pp | 72.9%-26.4pp | 67.6%-21.2pp |
| Annual return | 469.97% | 18.28%+451.7pp | 3512.12%-3042.2pp | 35.59%+434.4pp |
| Employer contribution / active EE | $2,129 | $2,020+5.4% | $2,731-22.0% | $2,755-22.7% |
| Participant deferral / active EE | $97 | $2,924-96.7% | $4,000-97.6% | $4,296-97.7% |
| Admin fee / account holder | $12 | $3,681-99.7% | $3,998-99.7% | $6,918-99.8% |