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 9-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 | $1,193 | $132,239-99.1% | $105,722-98.9% | $273,961-99.6% |
| Participation rate | 33.3% | 83.2%-49.9pp | 78.9%-45.6pp | 83.0%-49.7pp |
| Annual return | 0.00% | 10.07%-10.1pp | 12.25%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $396 | $6,233-93.6% | $5,326-92.6% | $5,287-92.5% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |