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 8-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 | $2,958 | $127,777-97.7% | $106,548-97.2% | $167,490-98.2% |
| Participation rate | 39.1% | 78.3%-39.1pp | 76.1%-37.0pp | 82.1%-43.0pp |
| Annual return | 10.36% | 33.87%-23.5pp | 26.80%-16.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $462 | $5,087-90.9% | $4,398-89.5% | $6,341-92.7% |
| Admin fee / account holder | $284 | $11,228-97.5% | $7,407-96.2% | $12,309-97.7% |