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 | $11,015 | $105,181-89.5% | $159,436-93.1% | $85,850-87.2% |
| Participation rate | 13.5% | 75.8%-62.3pp | 82.8%-69.3pp | 69.3%-55.8pp |
| Annual return | 13.10% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $463 | $5,945-92.2% | $7,352-93.7% | $3,952-88.3% |
| Admin fee / account holder | $194 | $6,933-97.2% | $10,799-98.2% | $6,260-96.9% |