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 | $6,526 | $115,882-94.4% | $100,516-93.5% | $158,922-95.9% |
| Participation rate | 42.9% | 81.6%-38.7pp | 79.4%-36.5pp | 82.0%-39.1pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $689 | $4,103-83.2% | $3,418-79.9% | $4,761-85.5% |
| Participant deferral / active EE | $1,936 | $6,674-71.0% | $6,270-69.1% | $5,982-67.6% |
| Admin fee / account holder | $27 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |