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 | $5,923 | $65,561-91.0% | $86,188-93.1% | $75,163-92.1% |
| Participation rate | 32.1% | 60.5%-28.3pp | 69.0%-36.8pp | 67.2%-35.0pp |
| Annual return | 0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $675 | $1,553-56.5% | $2,380-71.7% | $2,670-74.7% |
| Participant deferral / active EE | $1,153 | $3,024-61.9% | $3,985-71.1% | $4,125-72.1% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |