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 | $14,487 | $138,044-89.5% | $125,339-88.4% | $134,475-89.2% |
| Participation rate | 29.4% | 84.5%-55.1pp | 82.4%-53.0pp | 81.2%-51.8pp |
| Annual return | -20.12% | 750.33%-770.4pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $770 | $7,799-90.1% | $7,446-89.7% | $6,400-88.0% |
| Admin fee / account holder | $141 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |