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 4-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 | $1,221 | $46,553-97.4% | $64,056-98.1% | $75,163-98.4% |
| Participation rate | 9.7% | 65.9%-56.3pp | 72.3%-62.6pp | 67.2%-57.5pp |
| Annual return | 40.20% | 26.03%+14.2pp | 33.69%+6.5pp | 160.62%-120.4pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $72 | $2,837-97.4% | $3,880-98.1% | $4,125-98.2% |
| Admin fee / account holder | $3 | $2,952-99.9% | $3,068-99.9% | $5,651-99.9% |