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 | $744 | $62,586-98.8% | $76,768-99.0% | $64,186-98.8% |
| Participation rate | 17.9% | 72.8%-54.9pp | 77.0%-59.1pp | 69.6%-51.7pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $141 | $3,145-95.5% | $3,852-96.3% | $3,470-95.9% |
| Admin fee / account holder | $5 | $4,667-99.9% | $6,675-99.9% | $4,888-99.9% |