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 | $4,796 | $64,707-92.6% | $112,228-95.7% | $68,494-93.0% |
| Participation rate | 13.7% | 67.2%-53.5pp | 75.1%-61.4pp | 67.9%-54.2pp |
| Annual return | -18.49% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $427 | $3,565-88.0% | $4,728-91.0% | $4,027-89.4% |
| Admin fee / account holder | $255 | $5,232-95.1% | $6,410-96.0% | $5,403-95.3% |