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 | $91 | $31,310-99.7% | $53,898-99.8% | $74,304-99.9% |
| Participation rate | 22.7% | 30.7%-8.0pp | 55.0%-32.3pp | 60.3%-37.7pp |
| Annual return | 21.38% | 23.16%-1.8pp | 528.60%-507.2pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8 | $934-99.2% | $1,826-99.6% | $3,767-99.8% |
| Admin fee / account holder | $4 | $2,175-99.8% | $2,491-99.8% | $2,969-99.9% |