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 10-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 | $3,374 | $54,229-93.8% | $70,092-95.2% | $68,494-95.1% |
| Participation rate | 57.5% | 64.5%-7.0pp | 70.5%-13.0pp | 67.9%-10.4pp |
| Annual return | -18.06% | -13.87%-4.2pp | 190.73%-208.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $709 | $2,956-76.0% | $3,849-81.6% | $4,027-82.4% |
| Admin fee / account holder | $17 | $4,694-99.6% | $6,267-99.7% | $5,403-99.7% |