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 | $6,768 | $48,570-86.1% | $130,648-94.8% | $72,985-90.7% |
| Participation rate | 11.1% | 58.6%-47.5pp | 71.7%-60.6pp | 69.5%-58.4pp |
| Annual return | 25.71% | 38.63%-12.9pp | 1708.96%-1683.2pp | 81.00%-55.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $122 | $2,384-94.9% | $3,603-96.6% | $3,607-96.6% |
| Admin fee / account holder | $19 | $3,549-99.5% | $5,464-99.6% | $5,124-99.6% |