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 | $3,476 | $49,227-92.9% | $70,449-95.1% | $79,858-95.6% |
| Participation rate | 65.9% | 69.2%-3.3pp | 75.1%-9.1pp | 69.6%-3.7pp |
| Annual return | 0.00% | 30.06%-30.1pp | 109.03%-109.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,905 | $2,099-9.3% | $2,737-30.4% | $2,471-22.9% |
| Participant deferral / active EE | $391 | $2,768-85.9% | $3,709-89.5% | $3,740-89.6% |
| Admin fee / account holder | $28 | $2,878-99.0% | $3,845-99.3% | $5,306-99.5% |