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 | $4,392 | $42,894-89.8% | $60,874-92.8% | $68,494-93.6% |
| Participation rate | 28.8% | 66.8%-38.0pp | 73.1%-44.3pp | 67.9%-39.1pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $505 | $1,978-74.4% | $2,701-81.3% | $2,596-80.5% |
| Participant deferral / active EE | $842 | $2,867-70.6% | $3,817-77.9% | $4,027-79.1% |
| Admin fee / account holder | $23 | $3,101-99.3% | $3,224-99.3% | $5,403-99.6% |