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 | $5,071 | $109,327-95.4% | $89,391-94.3% | $158,922-96.8% |
| Participation rate | 55.0% | 74.3%-19.3pp | 68.0%-13.0pp | 82.0%-27.0pp |
| Annual return | 25.21% | 345.68%-320.5pp | 245.62%-220.4pp | 302.83%-277.6pp |
| Employer contribution / active EE | $482 | $3,170-84.8% | $2,586-81.3% | $4,761-89.9% |
| Participant deferral / active EE | $524 | $4,598-88.6% | $3,890-86.5% | $5,982-91.2% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |