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 | $25,350 | $152,460-83.4% | $118,746-78.7% | $147,584-82.8% |
| Participation rate | 33.3% | 82.3%-48.9pp | 78.3%-44.9pp | 82.8%-49.5pp |
| Annual return | 23.59% | 17.41%+6.2pp | 24.54%-0.9pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,088 | $5,046-78.4% | $4,193-74.1% | $4,876-77.7% |
| Participant deferral / active EE | $1,360 | $6,212-78.1% | $5,332-74.5% | $5,439-75.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |