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 | $5,868 | $89,753-93.5% | $107,525-94.5% | $84,808-93.1% |
| Participation rate | 3.1% | 68.1%-64.9pp | 75.1%-71.9pp | 68.3%-65.2pp |
| Annual return | 20.71% | 29.48%-8.8pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $49 | $4,056-98.8% | $5,116-99.0% | $4,212-98.8% |
| Admin fee / account holder | $21 | $7,222-99.7% | $8,919-99.8% | $7,344-99.7% |