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 4-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 | $2,654 | $61,272-95.7% | $149,673-98.2% | $71,457-96.3% |
| Participation rate | 13.9% | 62.5%-48.6pp | 78.8%-64.9pp | 67.9%-54.0pp |
| Annual return | 28.01% | 35.85%-7.8pp | 134.42%-106.4pp | 28.85%-0.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $204 | $2,917-93.0% | $5,680-96.4% | $4,289-95.2% |
| Admin fee / account holder | $189 | $1,261-85.1% | $13,210-98.6% | $1,587-88.1% |