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 5-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 | $5,575 | $124,185-95.5% | $108,410-94.9% | $167,490-96.7% |
| Participation rate | 57.1% | 82.3%-25.1pp | 80.1%-23.0pp | 82.1%-25.0pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $485 | $4,187-88.4% | $3,558-86.4% | $4,837-90.0% |
| Participant deferral / active EE | $1,267 | $6,908-81.7% | $6,563-80.7% | $6,341-80.0% |
| Admin fee / account holder | $12 | $9,455-99.9% | $7,295-99.8% | $12,309-99.9% |