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 | $4,759 | $110,094-95.7% | $151,611-96.9% | $68,494-93.1% |
| Participation rate | 37.2% | 84.0%-46.8pp | 87.5%-50.3pp | 67.9%-30.7pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,078 | $6,527-83.5% | $8,363-87.1% | $4,027-73.2% |
| Admin fee / account holder | $5 | $7,719-99.9% | $11,616-100.0% | $5,403-99.9% |