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 | $10,389 | $150,440-93.1% | $136,294-92.4% | $147,584-93.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 23.99% | 1049.08%-1025.1pp | 5155.94%-5132.0pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,360 | $5,256-74.1% | $4,695-71.0% | $4,876-72.1% |
| Participant deferral / active EE | $1,586 | $6,630-76.1% | $6,247-74.6% | $5,439-70.8% |
| Admin fee / account holder | $29 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |