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 8-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 | $5,052 | $85,202-94.1% | $172,739-97.1% | $72,985-93.1% |
| Participation rate | 29.0% | 70.1%-41.0pp | 82.6%-53.6pp | 69.5%-40.5pp |
| Annual return | 133.82% | 27.32%+106.5pp | 802.84%-669.0pp | 81.00%+52.8pp |
| Employer contribution / active EE | $498 | $3,324-85.0% | $5,143-90.3% | $2,440-79.6% |
| Participant deferral / active EE | $872 | $3,260-73.3% | $5,198-83.2% | $3,607-75.8% |
| Admin fee / account holder | $209 | $5,884-96.4% | $13,954-98.5% | $5,124-95.9% |