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 | $9,569 | $44,103-78.3% | $75,826-87.4% | $64,186-85.1% |
| Participation rate | 31.4% | 62.7%-31.3pp | 68.2%-36.8pp | 69.6%-38.1pp |
| Annual return | -7.59% | -4.72%-2.9pp | 1914.15%-1921.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $344 | $1,446-76.2% | $1,913-82.0% | $2,381-85.6% |
| Participant deferral / active EE | $344 | $2,204-84.4% | $2,862-88.0% | $3,470-90.1% |
| Admin fee / account holder | $0 | $3,506-100.0% | $4,726-100.0% | $4,888-100.0% |