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 | $8,837 | $109,817-92.0% | $98,442-91.0% | $167,490-94.7% |
| Participation rate | 16.7% | 75.8%-59.2pp | 73.3%-56.7pp | 82.1%-65.4pp |
| Annual return | 13.39% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $273 | $4,673-94.2% | $4,276-93.6% | $6,341-95.7% |
| Admin fee / account holder | $59 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |