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 8-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 | $3,879 | $64,348-94.0% | $90,160-95.7% | $70,131-94.5% |
| Participation rate | 51.9% | 70.4%-18.6pp | 76.9%-25.0pp | 69.5%-17.7pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $595 | $2,046-70.9% | $3,318-82.1% | $2,342-74.6% |
| Participant deferral / active EE | $1,378 | $4,389-68.6% | $5,288-73.9% | $3,332-58.6% |
| Admin fee / account holder | $23 | $3,944-99.4% | $5,943-99.6% | $4,645-99.5% |