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 5-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 | $1,384 | $81,625-98.3% | $58,482-97.6% | $139,434-99.0% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 13.61% | 7404.20%-7390.6pp | 4239.32%-4225.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $54 | $1,398-96.1% | $1,053-94.8% | $4,751-98.9% |
| Participant deferral / active EE | $55 | $2,557-97.9% | $1,924-97.2% | $6,710-99.2% |
| Admin fee / account holder | $44 | $3,265-98.7% | $2,516-98.3% | $11,403-99.6% |