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 | $4,275 | $100,852-95.8% | $90,404-95.3% | $158,922-97.3% |
| Participation rate | 31.3% | 75.0%-43.8pp | 72.7%-41.4pp | 82.0%-50.7pp |
| Annual return | 35.76% | 1724.20%-1688.4pp | 1293.02%-1257.3pp | 302.83%-267.1pp |
| Employer contribution / active EE | $335 | $3,689-90.9% | $3,262-89.7% | $4,761-93.0% |
| Participant deferral / active EE | $398 | $4,348-90.9% | $3,963-90.0% | $5,982-93.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |