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 | $117 | $57,281-99.8% | $86,612-99.9% | $75,163-99.8% |
| Participation rate | 67.8% | 63.2%+4.6pp | 71.7%-3.9pp | 67.2%+0.6pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $76 | $3,318-97.7% | $4,438-98.3% | $4,125-98.1% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |