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 | $1,046 | $80,717-98.7% | $154,803-99.3% | $84,808-98.8% |
| Participation rate | 11.5% | 66.8%-55.3pp | 78.1%-66.5pp | 68.3%-56.8pp |
| Annual return | 27.52% | 37.96%-10.4pp | 58.88%-31.4pp | 40.90%-13.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $59 | $3,303-98.2% | $5,540-98.9% | $4,212-98.6% |
| Admin fee / account holder | $3 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |