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 | $5,125 | $162,781-96.9% | $133,956-96.2% | $158,922-96.8% |
| Participation rate | 64.3% | 83.2%-18.9pp | 79.8%-15.6pp | 82.0%-17.7pp |
| Annual return | 116.52% | 41.94%+74.6pp | 45.09%+71.4pp | 302.83%-186.3pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $625 | $5,911-89.4% | $5,048-87.6% | $5,982-89.6% |
| Admin fee / account holder | $222 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |