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 | $8,749 | $85,790-89.8% | $67,313-87.0% | $135,375-93.5% |
| Participation rate | 52.6% | 76.5%-23.8pp | 69.1%-16.4pp | 82.6%-30.0pp |
| Annual return | -6.17% | -0.54%-5.6pp | -4.08%-2.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $700 | $3,487-79.9% | $2,566-72.7% | $4,779-85.3% |
| Participant deferral / active EE | $757 | $4,651-83.7% | $3,568-78.8% | $5,609-86.5% |
| Admin fee / account holder | $37 | $6,392-99.4% | $4,507-99.2% | $10,827-99.7% |