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 | $11,112 | $198,466-94.4% | $170,442-93.5% | $147,584-92.5% |
| Participation rate | 6.7% | 88.0%-81.3pp | 83.6%-76.9pp | 82.8%-76.2pp |
| Annual return | 11.58% | 257.29%-245.7pp | 205.93%-194.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13 | $5,629-99.8% | $4,939-99.7% | $5,439-99.8% |
| Admin fee / account holder | $73 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |