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 9-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 | $3,335 | $46,869-92.9% | $122,332-97.3% | $70,131-95.2% |
| Participation rate | 42.2% | 58.2%-16.0pp | 71.6%-29.4pp | 69.5%-27.3pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.27%-30.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $585 | $1,288-54.6% | $4,050-85.6% | $2,342-75.0% |
| Participant deferral / active EE | $802 | $2,166-63.0% | $3,287-75.6% | $3,332-75.9% |
| Admin fee / account holder | $17 | $3,322-99.5% | $5,478-99.7% | $4,645-99.6% |