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 6-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 | $1,113 | $93,024-98.8% | $77,024-98.6% | $134,475-99.2% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -15.46% | 62.60%-78.1pp | 42.32%-57.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $441 | $5,238-91.6% | $4,426-90.0% | $6,400-93.1% |
| Admin fee / account holder | $4 | $6,944-99.9% | $5,425-99.9% | $11,426-100.0% |