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 | $3,838 | $84,696-95.5% | $75,696-94.9% | $167,490-97.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 45.73% | 199.36%-153.6pp | 104.53%-58.8pp | 478.56%-432.8pp |
| Employer contribution / active EE | $678 | $3,230-79.0% | $2,743-75.3% | $4,837-86.0% |
| Participant deferral / active EE | $792 | $4,580-82.7% | $3,821-79.3% | $6,341-87.5% |
| Admin fee / account holder | $160 | $5,355-97.0% | $3,619-95.6% | $12,309-98.7% |