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 | $3,824 | $87,540-95.6% | $75,781-95.0% | $125,391-97.0% |
| Participation rate | 28.6% | 80.2%-51.6pp | 75.8%-47.2pp | 83.2%-54.6pp |
| Annual return | 0.00% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $551 | $3,930-86.0% | $3,323-83.4% | $4,866-88.7% |
| Participant deferral / active EE | $551 | $4,229-87.0% | $3,651-84.9% | $5,352-89.7% |
| Admin fee / account holder | $7 | $6,502-99.9% | $5,299-99.9% | $9,540-99.9% |