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 | $5,291 | $136,179-96.1% | $98,755-94.6% | $167,490-96.8% |
| Participation rate | 8.3% | 70.2%-61.9pp | 65.7%-57.4pp | 82.1%-73.8pp |
| Annual return | 19.48% | 67.53%-48.0pp | 49.91%-30.4pp | 478.56%-459.1pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $221 | $3,716-94.1% | $3,035-92.7% | $6,341-96.5% |
| Admin fee / account holder | $62 | $5,031-98.8% | $4,076-98.5% | $12,309-99.5% |