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 | $1,726 | $73,515-97.7% | $62,995-97.3% | $147,584-98.8% |
| Participation rate | 56.5% | 77.9%-21.3pp | 74.8%-18.3pp | 82.8%-26.3pp |
| Annual return | 34.73% | 175.43%-140.7pp | 87.57%-52.8pp | 578.55%-543.8pp |
| Employer contribution / active EE | $506 | $3,320-84.8% | $2,759-81.7% | $4,876-89.6% |
| Participant deferral / active EE | $548 | $4,185-86.9% | $3,329-83.5% | $5,439-89.9% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |