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 | $10,997 | $115,770-90.5% | $101,248-89.1% | $158,922-93.1% |
| Participation rate | 12.5% | 79.4%-66.9pp | 75.8%-63.3pp | 82.0%-69.5pp |
| Annual return | 13.02% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $582 | $4,957-88.3% | $4,370-86.7% | $5,982-90.3% |
| Admin fee / account holder | $259 | $7,245-96.4% | $5,945-95.6% | $11,246-97.7% |