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 | $10,589 | $138,065-92.3% | $123,544-91.4% | $135,375-92.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -5.16% | 153.68%-158.8pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,688 | $5,151-67.2% | $4,628-63.5% | $4,779-64.7% |
| Participant deferral / active EE | $480 | $6,799-92.9% | $6,426-92.5% | $5,609-91.4% |
| Admin fee / account holder | $31 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |