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 | $2,603 | $56,897-95.4% | $84,750-96.9% | $62,891-95.9% |
| Participation rate | 56.4% | 68.5%-12.1pp | 76.6%-20.2pp | 69.3%-12.9pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $561 | $2,400-76.6% | $3,574-84.3% | $2,281-75.4% |
| Participant deferral / active EE | $966 | $2,709-64.4% | $3,712-74.0% | $3,203-69.9% |
| Admin fee / account holder | $6 | $3,581-99.8% | $5,332-99.9% | $4,296-99.9% |