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 7-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 | $11,311 | $165,984-93.2% | $164,813-93.1% | $145,922-92.2% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.6%-31.9pp | 80.3%-33.6pp |
| Annual return | 10.75% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.5pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,185 | $6,959-83.0% | $6,031-80.4% | $6,688-82.3% |
| Admin fee / account holder | $160 | $16,648-99.0% | $12,690-98.7% | $13,397-98.8% |