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 | $4,504 | $42,894-89.5% | $60,874-92.6% | $68,494-93.4% |
| Participation rate | 34.6% | 66.8%-32.2pp | 73.1%-38.5pp | 67.9%-33.3pp |
| Annual return | -18.17% | -13.98%-4.2pp | 16.90%-35.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $250 | $2,867-91.3% | $3,817-93.4% | $4,027-93.8% |
| Admin fee / account holder | $258 | $3,101-91.7% | $3,224-92.0% | $5,403-95.2% |