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 7-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 | $7,875 | $89,355-91.2% | $141,162-94.4% | $72,985-89.2% |
| Participation rate | 32.5% | 75.1%-42.6pp | 82.5%-50.0pp | 69.5%-37.0pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $734 | $3,114-76.4% | $4,735-84.5% | $2,440-69.9% |
| Participant deferral / active EE | $1,664 | $5,418-69.3% | $6,709-75.2% | $3,607-53.9% |
| Admin fee / account holder | $53 | $5,958-99.1% | $10,261-99.5% | $5,124-99.0% |