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 | $6,166 | $72,404-91.5% | $110,238-94.4% | $64,186-90.4% |
| Participation rate | 63.1% | 73.3%-10.3pp | 79.8%-16.7pp | 69.6%-6.5pp |
| Annual return | -4.12% | -6.29%+2.2pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $677 | $2,282-70.3% | $3,826-82.3% | $2,381-71.6% |
| Participant deferral / active EE | $642 | $3,469-81.5% | $4,672-86.3% | $3,470-81.5% |
| Admin fee / account holder | $167 | $5,664-97.1% | $8,547-98.0% | $4,888-96.6% |