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 6-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 | $3,277 | $72,492-95.5% | $87,100-96.2% | $72,985-95.5% |
| Participation rate | 35.9% | 72.8%-36.9pp | 76.9%-41.0pp | 69.5%-33.6pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $513 | $1,894-72.9% | $2,521-79.6% | $2,440-79.0% |
| Participant deferral / active EE | $645 | $3,270-80.3% | $4,049-84.1% | $3,607-82.1% |
| Admin fee / account holder | $160 | $5,055-96.8% | $7,497-97.9% | $5,124-96.9% |