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 | $5,796 | $59,805-90.3% | $79,550-92.7% | $68,494-91.5% |
| Participation rate | 4.9% | 61.1%-56.1pp | 69.5%-64.6pp | 67.9%-63.0pp |
| Annual return | -17.66% | -12.30%-5.4pp | 0.16%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $107 | $3,024-96.5% | $3,985-97.3% | $4,027-97.4% |
| Admin fee / account holder | $26 | $4,835-99.5% | $6,832-99.6% | $5,403-99.5% |