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 | $12,123 | $54,701-77.8% | $86,188-85.9% | $71,457-83.0% |
| Participation rate | 22.2% | 60.1%-37.9pp | 69.0%-46.7pp | 67.9%-45.7pp |
| Annual return | 27.21% | 20.06%+7.2pp | 1168.45%-1141.2pp | 28.85%-1.6pp |
| Employer contribution / active EE | $487 | $1,265-61.5% | $2,380-79.5% | $2,588-81.2% |
| Participant deferral / active EE | $834 | $3,108-73.2% | $3,985-79.1% | $4,289-80.5% |
| Admin fee / account holder | $219 | $1,922-88.6% | $6,852-96.8% | $1,587-86.2% |