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 | $3,831 | $27,839-86.2% | $58,482-93.4% | $71,457-94.6% |
| Participation rate | 12.6% | 34.5%-22.0pp | 50.9%-38.3pp | 67.9%-55.3pp |
| Annual return | 22.85% | 26.81%-4.0pp | 4239.32%-4216.5pp | 28.85%-6.0pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $173 | $1,206-85.6% | $1,924-91.0% | $4,289-96.0% |
| Admin fee / account holder | $275 | $1,641-83.2% | $2,516-89.1% | $1,587-82.7% |