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 8-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 | $5,865 | $115,770-94.9% | $101,248-94.2% | $158,922-96.3% |
| Participation rate | 14.3% | 79.4%-65.1pp | 75.8%-61.5pp | 82.0%-67.7pp |
| Annual return | 96.16% | 56.14%+40.0pp | 46.47%+49.7pp | 302.83%-206.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $466 | $4,957-90.6% | $4,370-89.3% | $5,982-92.2% |
| Admin fee / account holder | $102 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |