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 | $8,224 | $55,706-85.2% | $75,886-89.2% | $72,985-88.7% |
| Participation rate | 3.2% | 61.1%-58.0pp | 69.3%-66.1pp | 69.5%-66.3pp |
| Annual return | 18.63% | 27.59%-9.0pp | 30.76%-12.1pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $59 | $2,634-97.8% | $3,603-98.4% | $3,607-98.4% |
| Admin fee / account holder | $7 | $3,978-99.8% | $5,418-99.9% | $5,124-99.9% |