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 | $10,269 | $102,616-90.0% | $81,983-87.5% | $158,922-93.5% |
| Participation rate | 30.8% | 75.5%-44.8pp | 69.2%-38.5pp | 82.0%-51.2pp |
| Annual return | 15.69% | 61.04%-45.4pp | 41.31%-25.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $689 | $4,648-85.2% | $3,722-81.5% | $5,982-88.5% |
| Admin fee / account holder | $199 | $8,235-97.6% | $5,664-96.5% | $11,246-98.2% |