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 | $3,607 | $85,766-95.8% | $136,294-97.4% | $70,131-94.9% |
| Participation rate | 53.1% | 74.2%-21.0pp | 81.9%-28.8pp | 69.5%-16.4pp |
| Annual return | 20.73% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,861 | $5,051-63.2% | $6,247-70.2% | $3,332-44.1% |
| Admin fee / account holder | $172 | $5,420-96.8% | $9,243-98.1% | $4,645-96.3% |