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 | $9,110 | $78,422-88.4% | $95,952-90.5% | $79,858-88.6% |
| Participation rate | 25.5% | 73.5%-48.0pp | 77.1%-51.6pp | 69.6%-44.2pp |
| Annual return | 11.38% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $263 | $3,440-92.3% | $4,167-93.7% | $3,740-93.0% |
| Admin fee / account holder | $8 | $5,622-99.9% | $6,795-99.9% | $5,306-99.8% |