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 | $6,904 | $138,065-95.0% | $123,544-94.4% | $135,375-94.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.06% | 153.68%-160.7pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $981 | $5,151-81.0% | $4,628-78.8% | $4,779-79.5% |
| Participant deferral / active EE | $985 | $6,799-85.5% | $6,426-84.7% | $5,609-82.4% |
| Admin fee / account holder | $36 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |