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 3-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 | $454 | $117,983-99.6% | $101,794-99.6% | $142,382-99.7% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.2%-32.8pp | 80.1%-43.8pp |
| Annual return | 11.66% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $70 | $4,714-98.5% | $4,084-98.3% | $6,507-98.9% |
| Admin fee / account holder | $245 | $10,433-97.6% | $8,777-97.2% | $12,624-98.1% |