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 | $1,620 | $74,888-97.8% | $71,209-97.7% | $142,382-98.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 27.25% | 345.14%-317.9pp | 282.51%-255.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $446 | $2,854-84.4% | $2,721-83.6% | $4,299-89.6% |
| Participant deferral / active EE | $490 | $4,454-89.0% | $4,175-88.3% | $6,507-92.5% |
| Admin fee / account holder | $8 | $5,568-99.9% | $5,349-99.9% | $12,624-99.9% |