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 | $6,445 | $73,867-91.3% | $143,757-95.5% | $68,494-90.6% |
| Participation rate | 11.3% | 66.7%-55.4pp | 80.3%-69.0pp | 67.9%-56.6pp |
| Annual return | -17.21% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $73 | $3,384-97.8% | $5,637-98.7% | $4,027-98.2% |
| Admin fee / account holder | $17 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |