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 7-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 | $13,019 | $63,355-79.5% | $91,989-85.8% | $72,985-82.2% |
| Participation rate | 47.7% | 72.5%-24.8pp | 78.6%-30.9pp | 69.5%-21.8pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $382 | $2,116-81.9% | $3,452-88.9% | $2,440-84.3% |
| Participant deferral / active EE | $910 | $4,883-81.4% | $5,923-84.6% | $3,607-74.8% |
| Admin fee / account holder | $35 | $4,668-99.2% | $7,743-99.5% | $5,124-99.3% |