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 9-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 | $5,983 | $150,440-96.0% | $136,294-95.6% | $147,584-95.9% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 32.75% | 1049.08%-1016.3pp | 5155.94%-5123.2pp | 578.55%-545.8pp |
| Employer contribution / active EE | $958 | $5,256-81.8% | $4,695-79.6% | $4,876-80.4% |
| Participant deferral / active EE | $1,183 | $6,630-82.2% | $6,247-81.1% | $5,439-78.3% |
| Admin fee / account holder | $104 | $10,905-99.0% | $9,243-98.9% | $10,885-99.0% |