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 | $6,178 | $64,707-90.5% | $112,228-94.5% | $68,494-91.0% |
| Participation rate | 52.8% | 67.2%-14.4pp | 75.1%-22.3pp | 67.9%-15.1pp |
| Annual return | -14.20% | -11.40%-2.8pp | 27.45%-41.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,332 | $2,746-51.5% | $3,635-63.4% | $2,596-48.7% |
| Participant deferral / active EE | $486 | $3,565-86.4% | $4,728-89.7% | $4,027-87.9% |
| Admin fee / account holder | $182 | $5,232-96.5% | $6,410-97.2% | $5,403-96.6% |