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 | $2,683 | $53,127-95.0% | $86,590-96.9% | $70,131-96.2% |
| Participation rate | 51.4% | 65.3%-13.9pp | 73.5%-22.2pp | 69.5%-18.2pp |
| Annual return | 27.26% | 27.66%-0.4pp | 964.84%-937.6pp | 73.14%-45.9pp |
| Employer contribution / active EE | $364 | $2,068-82.4% | $2,839-87.2% | $2,342-84.5% |
| Participant deferral / active EE | $498 | $2,696-81.5% | $3,609-86.2% | $3,332-85.1% |
| Admin fee / account holder | $92 | $3,585-97.4% | $4,906-98.1% | $4,645-98.0% |