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 10-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 | $8,206 | $95,971-91.5% | $74,550-89.0% | $135,375-93.9% |
| Participation rate | 15.0% | 75.7%-60.7pp | 69.1%-54.1pp | 82.6%-67.6pp |
| Annual return | -8.23% | 56.96%-65.2pp | 32.53%-40.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $456 | $3,843-88.1% | $3,108-85.3% | $5,609-91.9% |
| Admin fee / account holder | $14 | $6,522-99.8% | $5,060-99.7% | $10,827-99.9% |