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 3-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 | $1,587 | $30,732-94.8% | $59,496-97.3% | $59,632-97.3% |
| Participation rate | 15.2% | 43.2%-28.1pp | 54.6%-39.4pp | 68.7%-53.5pp |
| Annual return | -2.40% | 4.47%-6.9pp | 182.05%-184.4pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $114 | $631-81.9% | $1,153-90.1% | $2,203-94.8% |
| Participant deferral / active EE | $102 | $1,183-91.4% | $1,829-94.4% | $3,192-96.8% |
| Admin fee / account holder | $260 | $2,136-87.8% | $2,232-88.3% | $4,297-93.9% |