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 | $15,937 | $64,707-75.4% | $112,228-85.8% | $68,494-76.7% |
| Participation rate | 15.3% | 67.2%-51.8pp | 75.1%-59.8pp | 67.9%-52.6pp |
| Annual return | -11.63% | -11.40%-0.2pp | 27.45%-39.1pp | -7.84%-3.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $250 | $3,565-93.0% | $4,728-94.7% | $4,027-93.8% |
| Admin fee / account holder | $253 | $5,232-95.2% | $6,410-96.1% | $5,403-95.3% |