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 | $4,286 | $85,202-95.0% | $172,739-97.5% | $72,985-94.1% |
| Participation rate | 12.0% | 70.1%-58.1pp | 82.6%-70.6pp | 69.5%-57.5pp |
| Annual return | 21.93% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $220 | $3,260-93.3% | $5,198-95.8% | $3,607-93.9% |
| Admin fee / account holder | $39 | $5,884-99.3% | $13,954-99.7% | $5,124-99.2% |