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 | $6,324 | $53,053-88.1% | $126,539-95.0% | $74,304-91.5% |
| Participation rate | 1.2% | 48.0%-46.8pp | 69.8%-68.6pp | 60.3%-59.1pp |
| Annual return | 16.89% | 29.46%-12.6pp | 425.95%-409.1pp | 29.43%-12.5pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13 | $2,303-99.4% | $4,083-99.7% | $3,767-99.6% |
| Admin fee / account holder | $0 | $3,698-100.0% | $6,065-100.0% | $2,969-100.0% |