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 | $3,846 | $124,281-96.9% | $109,143-96.5% | $167,490-97.7% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 18.58% | 26.04%-7.5pp | 25.75%-7.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,392 | $5,255-73.5% | $4,653-70.1% | $6,341-78.0% |
| Admin fee / account holder | $33 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |