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 7-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 | $5,107 | $112,096-95.4% | $95,952-94.7% | $158,922-96.8% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $795 | $3,198-75.1% | $2,541-68.7% | $4,761-83.3% |
| Participant deferral / active EE | $924 | $4,784-80.7% | $4,167-77.8% | $5,982-84.6% |
| Admin fee / account holder | $11 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |