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 | $7,899 | $54,350-85.5% | $82,719-90.5% | $68,494-88.5% |
| Participation rate | 27.3% | 63.9%-36.6pp | 72.6%-45.3pp | 67.9%-40.6pp |
| Annual return | -13.47% | -13.67%+0.2pp | 701.18%-714.7pp | -7.84%-5.6pp |
| Employer contribution / active EE | $280 | $2,218-87.4% | $3,009-90.7% | $2,596-89.2% |
| Participant deferral / active EE | $419 | $3,246-87.1% | $4,395-90.5% | $4,027-89.6% |
| Admin fee / account holder | $30 | $4,395-99.3% | $5,329-99.4% | $5,403-99.4% |