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 6-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 | $2,642 | $63,764-95.9% | $81,930-96.8% | $79,858-96.7% |
| Participation rate | 51.4% | 67.5%-16.2pp | 72.0%-20.6pp | 69.6%-18.3pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $542 | $1,795-69.8% | $4,310-87.4% | $2,471-78.1% |
| Participant deferral / active EE | $981 | $2,780-64.7% | $7,107-86.2% | $3,740-73.8% |
| Admin fee / account holder | $31 | $4,426-99.3% | $5,158-99.4% | $5,306-99.4% |