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 5-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 | $2,048 | $66,402-96.9% | $109,895-98.1% | $85,850-97.6% |
| Participation rate | 65.4% | 63.9%+1.5pp | 74.2%-8.8pp | 69.3%-3.9pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.45%-29.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $374 | $1,687-77.8% | $2,842-86.8% | $2,565-85.4% |
| Participant deferral / active EE | $968 | $2,842-66.0% | $4,048-76.1% | $3,952-75.5% |
| Admin fee / account holder | $62 | $4,557-98.6% | $6,066-99.0% | $6,260-99.0% |