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 | $4,910 | $95,862-94.9% | $79,550-93.8% | $134,475-96.3% |
| Participation rate | 37.5% | 75.0%-37.5pp | 69.5%-32.0pp | 81.2%-43.7pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $795 | $3,128-74.6% | $2,413-67.1% | $4,740-83.2% |
| Participant deferral / active EE | $1,070 | $4,693-77.2% | $3,985-73.1% | $6,400-83.3% |
| Admin fee / account holder | $15 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |