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 | $10,177 | $101,069-89.9% | $81,478-87.5% | $147,584-93.1% |
| Participation rate | 14.3% | 74.5%-60.2pp | 68.0%-53.7pp | 82.8%-68.5pp |
| Annual return | 14.50% | 32.40%-17.9pp | 38.78%-24.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $244 | $4,242-94.2% | $3,537-93.1% | $5,439-95.5% |
| Admin fee / account holder | $59 | $5,812-99.0% | $4,561-98.7% | $10,885-99.5% |