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 | $4,313 | $105,998-95.9% | $92,233-95.3% | $147,584-97.1% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.5%-34.4pp | 82.8%-40.7pp |
| Annual return | 12.46% | 50.05%-37.6pp | 176.28%-163.8pp | 578.55%-566.1pp |
| Employer contribution / active EE | $774 | $4,333-82.1% | $3,679-79.0% | $4,876-84.1% |
| Participant deferral / active EE | $908 | $4,478-79.7% | $3,897-76.7% | $5,439-83.3% |
| Admin fee / account holder | $211 | $6,332-96.7% | $5,194-95.9% | $10,885-98.1% |