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 | $8,553 | $109,817-92.2% | $98,442-91.3% | $167,490-94.9% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 10.22% | 1956.69%-1946.5pp | 1492.73%-1482.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $229 | $3,224-92.9% | $2,960-92.3% | $4,837-95.3% |
| Participant deferral / active EE | $578 | $4,673-87.6% | $4,276-86.5% | $6,341-90.9% |
| Admin fee / account holder | $15 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |