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 | $4,772 | $73,515-93.5% | $62,995-92.4% | $147,584-96.8% |
| Participation rate | 11.1% | 77.9%-66.8pp | 74.8%-63.7pp | 82.8%-71.7pp |
| Annual return | 26.80% | 175.43%-148.6pp | 87.57%-60.8pp | 578.55%-551.7pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $299 | $4,185-92.8% | $3,329-91.0% | $5,439-94.5% |
| Admin fee / account holder | $60 | $5,953-99.0% | $3,600-98.3% | $10,885-99.4% |