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 | $5,568 | $69,010-91.9% | $159,960-96.5% | $68,494-91.9% |
| Participation rate | 23.3% | 65.4%-42.1pp | 78.0%-54.6pp | 67.9%-44.6pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $569 | $2,213-74.3% | $4,226-86.5% | $2,596-78.1% |
| Participant deferral / active EE | $752 | $4,212-82.1% | $6,182-87.8% | $4,027-81.3% |
| Admin fee / account holder | $4 | $4,798-99.9% | $8,698-100.0% | $5,403-99.9% |