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 | $17,390 | $106,890-83.7% | $84,015-79.3% | $152,861-88.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 20.85% | 104.99%-84.1pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $448 | $2,734-83.6% | $1,983-77.4% | $4,762-90.6% |
| Participant deferral / active EE | $448 | $4,011-88.8% | $3,239-86.2% | $5,850-92.3% |
| Admin fee / account holder | $152 | $8,285-98.2% | $6,101-97.5% | $11,596-98.7% |