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 5-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 | $7,967 | $81,460-90.2% | $103,333-92.3% | $80,856-90.1% |
| Participation rate | 3.6% | 66.8%-63.3pp | 74.5%-70.9pp | 67.6%-64.1pp |
| Annual return | 14.80% | 25.55%-10.7pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $57 | $3,869-98.5% | $5,057-98.9% | $4,296-98.7% |
| Admin fee / account holder | $31 | $6,566-99.5% | $8,355-99.6% | $6,918-99.6% |