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 | $12,089 | $95,971-87.4% | $74,550-83.8% | $135,375-91.1% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -8.25% | 56.96%-65.2pp | 32.53%-40.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $396 | $2,716-85.4% | $1,961-79.8% | $4,779-91.7% |
| Participant deferral / active EE | $427 | $3,843-88.9% | $3,108-86.3% | $5,609-92.4% |
| Admin fee / account holder | $58 | $6,522-99.1% | $5,060-98.9% | $10,827-99.5% |