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 10-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 | $11,410 | $167,307-93.2% | $143,757-92.1% | $134,475-91.5% |
| Participation rate | 30.8% | 84.8%-54.0pp | 80.3%-49.5pp | 81.2%-50.5pp |
| Annual return | -19.60% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,000 | $6,446-84.5% | $5,637-82.3% | $6,400-84.4% |
| Admin fee / account holder | $171 | $18,088-99.1% | $14,673-98.8% | $11,426-98.5% |