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 6-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 | $5,623 | $180,449-96.9% | $154,107-96.4% | $135,375-95.8% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -7.39% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $802 | $5,806-86.2% | $5,081-84.2% | $5,609-85.7% |
| Admin fee / account holder | $23 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |