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 | $2,176 | $30,588-92.9% | $53,898-96.0% | $85,563-97.5% |
| Participation rate | 0.0% | 26.3%-26.3pp | 55.0%-55.0pp | 66.0%-66.0pp |
| Annual return | 35.95% | 50.42%-14.5pp | 528.60%-492.7pp | 31.51%+4.4pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $134 | $848-84.2% | $1,826-92.7% | $4,375-96.9% |
| Admin fee / account holder | $17 | $1,879-99.1% | $2,491-99.3% | $834-97.9% |