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 | $7,599 | $85,766-91.1% | $136,294-94.4% | $70,131-89.2% |
| Participation rate | 30.2% | 74.2%-43.9pp | 81.9%-51.7pp | 69.5%-39.3pp |
| Annual return | 103.04% | 31.45%+71.6pp | 5155.94%-5052.9pp | 73.14%+29.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,956 | $5,051-61.3% | $6,247-68.7% | $3,332-41.3% |
| Admin fee / account holder | $76 | $5,420-98.6% | $9,243-99.2% | $4,645-98.4% |