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 5-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 | $9,651 | $82,664-88.3% | $125,339-92.3% | $68,494-85.9% |
| Participation rate | 48.9% | 75.0%-26.1pp | 82.4%-33.4pp | 67.9%-19.0pp |
| Annual return | -13.37% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,049 | $3,381-69.0% | $4,814-78.2% | $2,596-59.6% |
| Participant deferral / active EE | $2,015 | $6,110-67.0% | $7,446-72.9% | $4,027-50.0% |
| Admin fee / account holder | $82 | $6,275-98.7% | $10,010-99.2% | $5,403-98.5% |