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 | $946 | $85,202-98.9% | $172,739-99.5% | $72,985-98.7% |
| Participation rate | 23.6% | 70.1%-46.5pp | 82.6%-59.1pp | 69.5%-45.9pp |
| Annual return | 25.13% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $132 | $3,260-96.0% | $5,198-97.5% | $3,607-96.3% |
| Admin fee / account holder | $168 | $5,884-97.1% | $13,954-98.8% | $5,124-96.7% |