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 9-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 | $14,636 | $62,586-76.6% | $76,768-80.9% | $64,186-77.2% |
| Participation rate | 61.5% | 72.8%-11.3pp | 77.0%-15.4pp | 69.6%-8.0pp |
| Annual return | -7.01% | -1.95%-5.1pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $564 | $1,832-69.2% | $2,485-77.3% | $2,381-76.3% |
| Participant deferral / active EE | $1,096 | $3,145-65.2% | $3,852-71.6% | $3,470-68.4% |
| Admin fee / account holder | $12 | $4,667-99.7% | $6,675-99.8% | $4,888-99.8% |