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 8-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 | $2,183 | $50,958-95.7% | $74,550-97.1% | $64,186-96.6% |
| Participation rate | 21.6% | 61.1%-39.4pp | 69.1%-47.5pp | 69.6%-47.9pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $241 | $1,115-78.4% | $1,961-87.7% | $2,381-89.9% |
| Participant deferral / active EE | $319 | $2,301-86.1% | $3,108-89.7% | $3,470-90.8% |
| Admin fee / account holder | $6 | $4,223-99.9% | $5,060-99.9% | $4,888-99.9% |