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 4-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 | $14,239 | $91,538-84.4% | $129,995-89.0% | $75,163-81.1% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 69.47% | -631.11%+700.6pp | -137.18%+206.6pp | 160.62%-91.1pp |
| Employer contribution / active EE | $780 | $2,845-72.6% | $4,320-82.0% | $2,670-70.8% |
| Participant deferral / active EE | $1,739 | $4,341-59.9% | $5,820-70.1% | $4,125-57.8% |
| Admin fee / account holder | $143 | $6,790-97.9% | $10,614-98.6% | $5,651-97.5% |