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 | $12,588 | $171,865-92.7% | $149,718-91.6% | $147,584-91.5% |
| Participation rate | 52.2% | 88.2%-36.0pp | 87.1%-34.9pp | 82.8%-30.7pp |
| Annual return | 9.19% | 2113.22%-2104.0pp | 1501.63%-1492.4pp | 578.55%-569.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $423 | $7,271-94.2% | $6,569-93.6% | $5,439-92.2% |
| Admin fee / account holder | $70 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |