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 | $12,771 | $92,222-86.2% | $76,768-83.4% | $135,375-90.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -7.39% | 5.46%-12.9pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $654 | $3,216-79.7% | $2,485-73.7% | $4,779-86.3% |
| Participant deferral / active EE | $654 | $4,509-85.5% | $3,852-83.0% | $5,609-88.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |