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 | $3,739 | $48,076-92.2% | $78,689-95.2% | $62,891-94.1% |
| Participation rate | 17.9% | 65.2%-47.4pp | 73.6%-55.7pp | 69.3%-51.4pp |
| Annual return | 0.00% | 31.35%-31.4pp | 62.18%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $270 | $2,015-86.6% | $2,851-90.5% | $2,281-88.2% |
| Participant deferral / active EE | $374 | $2,588-85.6% | $3,517-89.4% | $3,203-88.3% |
| Admin fee / account holder | $7 | $3,207-99.8% | $4,510-99.8% | $4,296-99.8% |