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 | $8,840 | $72,492-87.8% | $87,100-89.9% | $72,985-87.9% |
| Participation rate | 10.0% | 72.8%-62.8pp | 76.9%-66.9pp | 69.5%-59.5pp |
| Annual return | 881.73% | 24.46%+857.3pp | 28.19%+853.5pp | 81.00%+800.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $421 | $3,270-87.1% | $4,049-89.6% | $3,607-88.3% |
| Admin fee / account holder | $68 | $5,055-98.7% | $7,497-99.1% | $5,124-98.7% |