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 | $14,324 | $158,817-91.0% | $121,196-88.2% | $135,375-89.4% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.7%-38.4pp | 82.6%-49.3pp |
| Annual return | -8.01% | -0.64%-7.4pp | 16.93%-24.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,625 | $5,665-71.3% | $4,022-59.6% | $4,779-66.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $135 | $6,512-97.9% | $5,019-97.3% | $10,827-98.8% |