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 | $11,097 | $106,890-89.6% | $84,015-86.8% | $152,861-92.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 21.04% | 104.99%-83.9pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $561 | $4,011-86.0% | $3,239-82.7% | $5,850-90.4% |
| Admin fee / account holder | $188 | $8,285-97.7% | $6,101-96.9% | $11,596-98.4% |