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 | $11,721 | $152,587-92.3% | $125,175-90.6% | $152,861-92.3% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 22.86% | 54.84%-32.0pp | 43.79%-20.9pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,553 | $4,946-68.6% | $3,865-59.8% | $4,762-67.4% |
| Participant deferral / active EE | $1,196 | $5,868-79.6% | $4,937-75.8% | $5,850-79.6% |
| Admin fee / account holder | $11 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |