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 | $7,174 | $54,350-86.8% | $82,719-91.3% | $68,494-89.5% |
| Participation rate | 26.1% | 63.9%-37.8pp | 72.6%-46.5pp | 67.9%-41.8pp |
| Annual return | -16.73% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $350 | $2,218-84.2% | $3,009-88.4% | $2,596-86.5% |
| Participant deferral / active EE | $390 | $3,246-88.0% | $4,395-91.1% | $4,027-90.3% |
| Admin fee / account holder | $146 | $4,395-96.7% | $5,329-97.3% | $5,403-97.3% |