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 | $11,621 | $121,625-90.4% | $104,607-88.9% | $158,922-92.7% |
| Participation rate | 43.5% | 77.5%-34.1pp | 74.1%-30.6pp | 82.0%-38.5pp |
| Annual return | 20.06% | 465.26%-445.2pp | 340.46%-320.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $284 | $3,163-91.0% | $2,681-89.4% | $4,761-94.0% |
| Participant deferral / active EE | $661 | $4,177-84.2% | $3,740-82.3% | $5,982-88.9% |
| Admin fee / account holder | $24 | $7,787-99.7% | $6,473-99.6% | $11,246-99.8% |