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 | $24,842 | $72,404-65.7% | $110,238-77.5% | $64,186-61.3% |
| Participation rate | 41.4% | 73.3%-32.0pp | 79.8%-38.4pp | 69.6%-28.2pp |
| Annual return | -5.17% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,464 | $3,469-57.8% | $4,672-68.7% | $3,470-57.8% |
| Admin fee / account holder | $1 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |