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 3-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 | $1,327 | $87,013-98.5% | $106,213-98.8% | $80,856-98.4% |
| Participation rate | 17.6% | 70.4%-52.8pp | 75.3%-57.6pp | 67.6%-50.0pp |
| Annual return | 12.30% | 17.05%-4.7pp | 116.14%-103.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $797 | $2,395-66.7% | $3,171-74.9% | $2,755-71.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,431-100.0% | $11,033-100.0% | $6,918-100.0% |