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 8-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 | $401 | $21,859-98.2% | - | $64,186-99.4% |
| Participation rate | 16.4% | 49.4%-33.1pp | - | 69.6%-53.2pp |
| Annual return | 0.00% | -2.64%+2.6pp | - | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | - | $2,381-100.0% |
| Participant deferral / active EE | $87 | $1,289-93.3% | - | $3,470-97.5% |
| Admin fee / account holder | $1 | $1,657-100.0% | - | $4,888-100.0% |