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 6-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 | $7,038 | $81,632-91.4% | $70,449-90.0% | $158,922-95.6% |
| Participation rate | 38.5% | 77.7%-39.3pp | 75.1%-36.6pp | 82.0%-43.5pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $4,557 | $3,217+41.7% | $2,737+66.5% | $4,761-4.3% |
| Participant deferral / active EE | $334 | $4,554-92.7% | $3,709-91.0% | $5,982-94.4% |
| Admin fee / account holder | $46 | $6,193-99.3% | $3,845-98.8% | $11,246-99.6% |