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 4-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 | $3,468 | $48,265-92.8% | $68,791-95.0% | $68,494-94.9% |
| Participation rate | 22.2% | 60.7%-38.5pp | 69.0%-46.8pp | 67.9%-45.7pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $378 | $1,829-79.3% | $2,655-85.7% | $2,596-85.4% |
| Participant deferral / active EE | $519 | $2,867-81.9% | $3,941-86.8% | $4,027-87.1% |
| Admin fee / account holder | $17 | $4,355-99.6% | $4,932-99.6% | $5,403-99.7% |