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 | $1,489 | $48,230-96.9% | $67,502-97.8% | $80,856-98.2% |
| Participation rate | 30.0% | 66.4%-36.4pp | 72.9%-42.9pp | 67.6%-37.6pp |
| Annual return | 13.24% | 18.28%-5.0pp | 3512.12%-3498.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $136 | $2,924-95.4% | $4,000-96.6% | $4,296-96.8% |
| Admin fee / account holder | $275 | $3,681-92.5% | $3,998-93.1% | $6,918-96.0% |