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 | $6,169 | $232,540-97.3% | $185,117-96.7% | $147,584-95.8% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 25.00% | 43.03%-18.0pp | 40.50%-15.5pp | 578.55%-553.5pp |
| Employer contribution / active EE | $569 | $5,195-89.0% | $4,182-86.4% | $4,876-88.3% |
| Participant deferral / active EE | $569 | $5,834-90.2% | $5,045-88.7% | $5,439-89.5% |
| Admin fee / account holder | $54 | $10,275-99.5% | $8,159-99.3% | $10,885-99.5% |