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 8-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 | $5,435 | $37,426-85.5% | $77,482-93.0% | $79,858-93.2% |
| Participation rate | 3.3% | 41.5%-38.2pp | 54.2%-50.9pp | 69.6%-66.3pp |
| Annual return | 11.45% | 39.70%-28.2pp | 54.79%-43.3pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $56 | $1,260-95.6% | $1,861-97.0% | $3,740-98.5% |
| Admin fee / account holder | $42 | $2,504-98.3% | $2,858-98.5% | $5,306-99.2% |