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 | $12,498 | $106,890-88.3% | $84,015-85.1% | $152,861-91.8% |
| Participation rate | 17.4% | 75.2%-57.8pp | 69.0%-51.6pp | 82.4%-65.1pp |
| Annual return | 21.92% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $434 | $4,011-89.2% | $3,239-86.6% | $5,850-92.6% |
| Admin fee / account holder | $54 | $8,285-99.4% | $6,101-99.1% | $11,596-99.5% |