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 | $4,292 | $103,376-95.8% | $87,100-95.1% | $152,861-97.2% |
| Participation rate | 47.8% | 79.3%-31.5pp | 76.9%-29.0pp | 82.4%-34.6pp |
| Annual return | 30.65% | 28.10%+2.6pp | 28.19%+2.5pp | 345.32%-314.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $779 | $4,778-83.7% | $4,049-80.8% | $5,850-86.7% |
| Admin fee / account holder | $47 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |