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 | $10,948 | $104,907-89.6% | $84,611-87.1% | $152,861-92.8% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 29.99% | 373.79%-343.8pp | 258.74%-228.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $770 | $3,302-76.7% | $2,652-71.0% | $4,762-83.8% |
| Participant deferral / active EE | $770 | $4,688-83.6% | $3,899-80.3% | $5,850-86.8% |
| Admin fee / account holder | $132 | $6,241-97.9% | $4,912-97.3% | $11,596-98.9% |