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 | $3,181 | $105,860-97.0% | $90,749-96.5% | $134,475-97.6% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.7%-18.5pp | 81.2%-24.1pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $790 | $3,462-77.2% | $2,921-72.9% | $4,740-83.3% |
| Participant deferral / active EE | $1,093 | $5,216-79.0% | $4,564-76.0% | $6,400-82.9% |
| Admin fee / account holder | $2 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |