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 | $3,467 | $85,766-96.0% | $136,294-97.5% | $70,131-95.1% |
| Participation rate | 63.0% | 74.2%-11.1pp | 81.9%-18.9pp | 69.5%-6.5pp |
| Annual return | 44.60% | 31.45%+13.1pp | 5155.94%-5111.3pp | 73.14%-28.5pp |
| Employer contribution / active EE | $872 | $2,966-70.6% | $4,695-81.4% | $2,342-62.8% |
| Participant deferral / active EE | $1,308 | $5,051-74.1% | $6,247-79.1% | $3,332-60.7% |
| Admin fee / account holder | $13 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |