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 7-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 | $3,192 | $72,492-95.6% | $87,100-96.3% | $72,985-95.6% |
| Participation rate | 41.1% | 72.8%-31.7pp | 76.9%-35.8pp | 69.5%-28.4pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $499 | $1,894-73.7% | $2,521-80.2% | $2,440-79.5% |
| Participant deferral / active EE | $814 | $3,270-75.1% | $4,049-79.9% | $3,607-77.4% |
| Admin fee / account holder | $8 | $5,055-99.8% | $7,497-99.9% | $5,124-99.8% |