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 3-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 | $1,225 | $30,400-96.0% | $53,898-97.7% | $84,808-98.6% |
| Participation rate | 65.5% | 46.4%+19.1pp | 55.0%+10.6pp | 68.3%-2.8pp |
| Annual return | 22.47% | 500.19%-477.7pp | 528.60%-506.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $256 | $603-57.5% | $932-72.5% | $2,631-90.3% |
| Participant deferral / active EE | $256 | $1,199-78.6% | $1,826-86.0% | $4,212-93.9% |
| Admin fee / account holder | $181 | $1,993-90.9% | $2,491-92.7% | $7,344-97.5% |