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 | $9,965 | $85,202-88.3% | $172,739-94.2% | $72,985-86.3% |
| Participation rate | 36.8% | 70.1%-33.2pp | 82.6%-45.8pp | 69.5%-32.6pp |
| Annual return | 22.25% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $410 | $3,324-87.7% | $5,143-92.0% | $2,440-83.2% |
| Participant deferral / active EE | $485 | $3,260-85.1% | $5,198-90.7% | $3,607-86.6% |
| Admin fee / account holder | $180 | $5,884-96.9% | $13,954-98.7% | $5,124-96.5% |