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 7-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 | $1,429 | $34,308-95.8% | $74,701-98.1% | $72,985-98.0% |
| Participation rate | 28.1% | 42.4%-14.3pp | 54.5%-26.4pp | 69.5%-41.4pp |
| Annual return | 0.00% | 26.58%-26.6pp | 752.92%-752.9pp | 81.00%-81.0pp |
| Employer contribution / active EE | $114 | $692-83.5% | $1,084-89.5% | $2,440-95.3% |
| Participant deferral / active EE | $300 | $1,271-76.4% | $1,964-84.7% | $3,607-91.7% |
| Admin fee / account holder | $10 | $2,124-99.5% | $3,333-99.7% | $5,124-99.8% |