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 4-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 | $12,429 | $244,740-94.9% | $206,214-94.0% | $357,791-96.5% |
| Participation rate | 6.3% | 84.9%-78.7pp | 82.4%-76.1pp | 85.6%-79.3pp |
| Annual return | 19.92% | -3.72%+23.6pp | -1.60%+21.5pp | 396.79%-376.9pp |
| Employer contribution / active EE | $0 | $7,019-100.0% | $5,967-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $159 | $4,983-96.8% | $4,649-96.6% | $5,521-97.1% |
| Admin fee / account holder | $20 | $15,419-99.9% | $13,671-99.9% | $28,387-99.9% |