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 | $3,569 | $81,460-95.6% | $103,333-96.5% | $80,856-95.6% |
| Participation rate | 3.2% | 66.8%-63.6pp | 74.5%-71.3pp | 67.6%-64.4pp |
| Annual return | 14.33% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $51 | $3,869-98.7% | $5,057-99.0% | $4,296-98.8% |
| Admin fee / account holder | $12 | $6,566-99.8% | $8,355-99.9% | $6,918-99.8% |