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 | $659 | $78,926-99.2% | $136,749-99.5% | $84,808-99.2% |
| Participation rate | 39.4% | 62.2%-22.8pp | 72.1%-32.7pp | 68.3%-28.9pp |
| Annual return | 14.67% | 18.17%-3.5pp | 24.33%-9.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $78 | $3,168-97.5% | $4,692-98.3% | $4,212-98.1% |
| Admin fee / account holder | $161 | $6,369-97.5% | $11,386-98.6% | $7,344-97.8% |