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 | $5,231 | $85,202-93.9% | $172,739-97.0% | $72,985-92.8% |
| Participation rate | 68.4% | 70.1%-1.6pp | 82.6%-14.2pp | 69.5%-1.1pp |
| Annual return | 29.36% | 27.32%+2.0pp | 802.84%-773.5pp | 81.00%-51.6pp |
| Employer contribution / active EE | $425 | $3,324-87.2% | $5,143-91.7% | $2,440-82.6% |
| Participant deferral / active EE | $522 | $3,260-84.0% | $5,198-89.9% | $3,607-85.5% |
| Admin fee / account holder | $3 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |