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 3-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 | $4,738 | $129,942-96.4% | $104,294-95.5% | $134,475-96.5% |
| Participation rate | 35.0% | 79.5%-44.5pp | 73.3%-38.3pp | 81.2%-46.2pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $805 | $4,184-80.8% | $3,372-76.1% | $4,740-83.0% |
| Participant deferral / active EE | $1,064 | $5,588-81.0% | $4,625-77.0% | $6,400-83.4% |
| Admin fee / account holder | $24 | $9,323-99.7% | $7,339-99.7% | $11,426-99.8% |