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 | $10,569 | $63,953-83.5% | $54,726-80.7% | $135,375-92.2% |
| Participation rate | 8.3% | 84.9%-76.5pp | 79.1%-70.8pp | 82.6%-74.3pp |
| Annual return | -7.11% | -5.77%-1.3pp | -4.56%-2.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $855 | $4,810-82.2% | $3,953-78.4% | $5,609-84.8% |
| Admin fee / account holder | $238 | $4,567-94.8% | $3,818-93.8% | $10,827-97.8% |