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 8-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.
Employer 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 | $17,315 | $71,883-75.9% | $86,677-80.0% | $68,494-74.7% |
| Participation rate | 35.3% | 72.2%-36.9pp | 76.6%-41.3pp | 67.9%-32.6pp |
| Annual return | -16.89% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,751 | $3,779-53.7% | $4,656-62.4% | $4,027-56.5% |
| Admin fee / account holder | $158 | $6,112-97.4% | $7,493-97.9% | $5,403-97.1% |