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 | $7,935 | $48,335-83.6% | $121,098-93.4% | $71,457-88.9% |
| Participation rate | 5.0% | 54.3%-49.3pp | 69.5%-64.5pp | 67.9%-62.9pp |
| Annual return | 16.95% | 23.32%-6.4pp | 985.75%-968.8pp | 28.85%-11.9pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $73 | $2,754-97.3% | $4,080-98.2% | $4,289-98.3% |
| Admin fee / account holder | $86 | $1,841-95.3% | $5,644-98.5% | $1,587-94.6% |