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 | $1,294 | $90,600-98.6% | $79,464-98.4% | $135,375-99.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $309 | $3,068-89.9% | $2,800-89.0% | $4,779-93.5% |
| Participant deferral / active EE | $424 | $4,050-89.5% | $3,704-88.6% | $5,609-92.4% |
| Admin fee / account holder | $1 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |