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 | $3,780 | $85,202-95.6% | $172,739-97.8% | $72,985-94.8% |
| Participation rate | 55.6% | 70.1%-14.5pp | 82.6%-27.1pp | 69.5%-13.9pp |
| Annual return | 24.58% | 27.32%-2.7pp | 802.84%-778.3pp | 81.00%-56.4pp |
| Employer contribution / active EE | $469 | $3,324-85.9% | $5,143-90.9% | $2,440-80.8% |
| Participant deferral / active EE | $142 | $3,260-95.7% | $5,198-97.3% | $3,607-96.1% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |