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 | $8,416 | $189,613-95.6% | $167,512-95.0% | $142,382-94.1% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 27.58% | 2024.68%-1997.1pp | 1615.79%-1588.2pp | 217.08%-189.5pp |
| Employer contribution / active EE | $932 | $4,349-78.6% | $3,882-76.0% | $4,299-78.3% |
| Participant deferral / active EE | $932 | $6,981-86.7% | $6,405-85.5% | $6,507-85.7% |
| Admin fee / account holder | $34 | $10,528-99.7% | $9,769-99.7% | $12,624-99.7% |