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 | $12,035 | $105,859-88.6% | $90,160-86.7% | $147,584-91.8% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 15.39% | 37.63%-22.2pp | 34.88%-19.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $836 | $4,126-79.7% | $3,318-74.8% | $4,876-82.9% |
| Participant deferral / active EE | $941 | $5,733-83.6% | $5,288-82.2% | $5,439-82.7% |
| Admin fee / account holder | $7 | $8,046-99.9% | $5,943-99.9% | $10,885-99.9% |