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 | $2,285 | $50,666-95.5% | $76,817-97.0% | $65,185-96.5% |
| Participation rate | 23.0% | 68.8%-45.8pp | 72.1%-49.1pp | 70.2%-47.2pp |
| Annual return | 0.00% | 28.51%-28.5pp | 1166.11%-1166.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $151 | $2,647-94.3% | $3,336-95.5% | $3,514-95.7% |
| Admin fee / account holder | $0 | $463-100.0% | $6,420-100.0% | $847-100.0% |