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 | $17,650 | $180,449-90.2% | $154,107-88.5% | $135,375-87.0% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | 23.71% | 888.09%-864.4pp | 735.12%-711.4pp | 519.73%-496.0pp |
| Employer contribution / active EE | $1,300 | $6,035-78.5% | $5,298-75.5% | $4,779-72.8% |
| Participant deferral / active EE | $1,407 | $5,806-75.8% | $5,081-72.3% | $5,609-74.9% |
| Admin fee / account holder | $51 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |