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 6-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 | $4,793 | $39,286-87.8% | $80,716-94.1% | $79,386-94.0% |
| Participation rate | 13.8% | 41.0%-27.2pp | 54.2%-40.4pp | 70.7%-56.9pp |
| Annual return | 22.46% | 98.95%-76.5pp | 87.28%-64.8pp | 116.85%-94.4pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $192 | $1,264-84.8% | $2,146-91.0% | $4,046-95.3% |
| Admin fee / account holder | $121 | $647-81.4% | $3,380-96.4% | $626-80.7% |