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 9-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 | $2,001 | $37,426-94.7% | $77,482-97.4% | $79,858-97.5% |
| Participation rate | 15.4% | 41.5%-26.1pp | 54.2%-38.8pp | 69.6%-54.2pp |
| Annual return | 17.59% | 39.70%-22.1pp | 54.79%-37.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $25 | $1,260-98.1% | $1,861-98.7% | $3,740-99.3% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |