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 | $16,778 | $127,386-86.8% | $115,037-85.4% | $125,391-86.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -2.54% | 31.28%-33.8pp | 26.14%-28.7pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,000 | $5,166-80.6% | $4,608-78.3% | $4,866-79.4% |
| Participant deferral / active EE | $1,000 | $6,423-84.4% | $6,026-83.4% | $5,352-81.3% |
| Admin fee / account holder | $123 | $9,516-98.7% | $8,175-98.5% | $9,540-98.7% |