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 | $28,985 | $202,318-85.7% | $172,739-83.2% | $152,861-81.0% |
| Participation rate | 35.7% | 87.1%-51.3pp | 82.6%-46.9pp | 82.4%-46.7pp |
| Annual return | 25.00% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $970 | $5,948-83.7% | $5,198-81.3% | $5,850-83.4% |
| Admin fee / account holder | $159 | $17,109-99.1% | $13,954-98.9% | $11,596-98.6% |