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 | $7,862 | $69,518-88.7% | $59,878-86.9% | $135,375-94.2% |
| Participation rate | 11.1% | 77.8%-66.7pp | 74.7%-63.6pp | 82.6%-71.5pp |
| Annual return | 14.46% | 7.94%+6.5pp | 3.46%+11.0pp | 519.73%-505.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $267 | $4,206-93.7% | $3,402-92.2% | $5,609-95.2% |
| Admin fee / account holder | $79 | $5,734-98.6% | $3,590-97.8% | $10,827-99.3% |