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 | $13,481 | $232,540-94.2% | $185,117-92.7% | $147,584-90.9% |
| Participation rate | 46.7% | 82.4%-35.7pp | 77.3%-30.6pp | 82.8%-36.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $473 | $5,195-90.9% | $4,182-88.7% | $4,876-90.3% |
| Participant deferral / active EE | $538 | $5,834-90.8% | $5,045-89.3% | $5,439-90.1% |
| Admin fee / account holder | $21 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |