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 | $16,939 | $112,881-85.0% | $90,951-81.4% | $158,922-89.3% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 13.49% | 215.79%-202.3pp | 134.60%-121.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $534 | $2,893-81.5% | $2,122-74.8% | $4,761-88.8% |
| Participant deferral / active EE | $534 | $4,128-87.1% | $3,373-84.2% | $5,982-91.1% |
| Admin fee / account holder | $142 | $8,041-98.2% | $5,959-97.6% | $11,246-98.7% |