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 4-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 | $195 | $109,881-99.8% | $150,045-99.9% | $84,808-99.8% |
| Participation rate | 29.6% | 76.1%-46.5pp | 82.3%-52.7pp | 68.3%-38.7pp |
| Annual return | 19.58% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $54 | $6,636-99.2% | $7,997-99.3% | $4,212-98.7% |
| Admin fee / account holder | $131 | $8,568-98.5% | $13,435-99.0% | $7,344-98.2% |