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 | $4,187 | $50,958-91.8% | $74,550-94.4% | $64,186-93.5% |
| Participation rate | 45.3% | 61.1%-15.7pp | 69.1%-23.8pp | 69.6%-24.3pp |
| Annual return | -7.35% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $332 | $1,115-70.2% | $1,961-83.0% | $2,381-86.0% |
| Participant deferral / active EE | $946 | $2,301-58.9% | $3,108-69.6% | $3,470-72.7% |
| Admin fee / account holder | $67 | $4,223-98.4% | $5,060-98.7% | $4,888-98.6% |