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 9-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 | $8,272 | $54,726-84.9% | $68,793-88.0% | $64,186-87.1% |
| Participation rate | 44.4% | 68.0%-23.6pp | 72.2%-27.8pp | 69.6%-25.1pp |
| Annual return | -5.60% | -1.62%-4.0pp | -4.63%-1.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $405 | $1,846-78.0% | $2,625-84.6% | $2,381-83.0% |
| Participant deferral / active EE | $308 | $2,626-88.3% | $3,311-90.7% | $3,470-91.1% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |