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 | $16,211 | $59,805-72.9% | $79,550-79.6% | $68,494-76.3% |
| Participation rate | 26.0% | 61.1%-35.1pp | 69.5%-43.5pp | 67.9%-41.9pp |
| Annual return | -14.56% | -12.30%-2.3pp | 0.16%-14.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $395 | $1,505-73.8% | $2,413-83.7% | $2,596-84.8% |
| Participant deferral / active EE | $328 | $3,024-89.1% | $3,985-91.8% | $4,027-91.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |