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 6-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 | $5,603 | $65,041-91.4% | $90,951-93.8% | $79,858-93.0% |
| Participation rate | 26.7% | 61.6%-34.9pp | 69.0%-42.3pp | 69.6%-43.0pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $321 | $1,247-74.3% | $2,122-84.9% | $2,471-87.0% |
| Participant deferral / active EE | $1,077 | $2,512-57.1% | $3,373-68.1% | $3,740-71.2% |
| Admin fee / account holder | $204 | $4,536-95.5% | $5,959-96.6% | $5,306-96.2% |