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 | $2,565 | $56,317-95.4% | $71,209-96.4% | $74,304-96.5% |
| Participation rate | 3.8% | 55.1%-51.4pp | 73.8%-70.0pp | 60.3%-56.6pp |
| Annual return | 19.00% | 42.83%-23.8pp | 282.51%-263.5pp | 29.43%-10.4pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $38 | $2,788-98.6% | $4,175-99.1% | $3,767-99.0% |
| Admin fee / account holder | $221 | $2,290-90.3% | $5,349-95.9% | $2,969-92.5% |