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 | $1,495 | $67,331-97.8% | $60,874-97.5% | $134,475-98.9% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.1%-16.9pp | 81.2%-25.0pp |
| Annual return | -12.22% | 49.93%-62.2pp | 16.90%-29.1pp | 417.96%-430.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $38 | $4,538-99.2% | $3,817-99.0% | $6,400-99.4% |
| Admin fee / account holder | $12 | $4,582-99.7% | $3,224-99.6% | $11,426-99.9% |