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 | $2,066 | $56,317-96.3% | $71,209-97.1% | $74,304-97.2% |
| Participation rate | 31.0% | 55.1%-24.1pp | 73.8%-42.8pp | 60.3%-29.4pp |
| Annual return | 18.61% | 42.83%-24.2pp | 282.51%-263.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $210 | $2,788-92.5% | $4,175-95.0% | $3,767-94.4% |
| Admin fee / account holder | $60 | $2,290-97.4% | $5,349-98.9% | $2,969-98.0% |