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 | $6,737 | $65,041-89.6% | $90,951-92.6% | $79,858-91.6% |
| Participation rate | 34.8% | 61.6%-26.8pp | 69.0%-34.2pp | 69.6%-34.9pp |
| Annual return | 16.99% | 30.45%-13.5pp | 134.60%-117.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $891 | $2,512-64.5% | $3,373-73.6% | $3,740-76.2% |
| Admin fee / account holder | $183 | $4,536-96.0% | $5,959-96.9% | $5,306-96.6% |