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 | $3,214 | $105,998-97.0% | $92,233-96.5% | $147,584-97.8% |
| Participation rate | 41.2% | 80.4%-39.2pp | 76.5%-35.3pp | 82.8%-41.7pp |
| Annual return | 36.26% | 50.05%-13.8pp | 176.28%-140.0pp | 578.55%-542.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $762 | $4,478-83.0% | $3,897-80.4% | $5,439-86.0% |
| Admin fee / account holder | $157 | $6,332-97.5% | $5,194-97.0% | $10,885-98.6% |