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 | $13,471 | $98,750-86.4% | $149,696-91.0% | $79,858-83.1% |
| Participation rate | 39.6% | 75.8%-36.2pp | 82.5%-42.9pp | 69.6%-30.0pp |
| Annual return | 19.56% | 27.43%-7.9pp | 276.60%-257.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $742 | $5,680-86.9% | $6,842-89.2% | $3,740-80.2% |
| Admin fee / account holder | $81 | $6,053-98.7% | $9,309-99.1% | $5,306-98.5% |