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 | $19,630 | $138,065-85.8% | $123,544-84.1% | $135,375-85.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -3.35% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,063 | $5,151-79.4% | $4,628-77.0% | $4,779-77.8% |
| Participant deferral / active EE | $1,063 | $6,799-84.4% | $6,426-83.5% | $5,609-81.1% |
| Admin fee / account holder | $284 | $10,916-97.4% | $9,284-96.9% | $10,827-97.4% |