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 | $2,981 | $109,817-97.3% | $98,442-97.0% | $167,490-98.2% |
| Participation rate | 35.3% | 75.8%-40.5pp | 73.3%-38.0pp | 82.1%-46.8pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $534 | $3,224-83.4% | $2,960-82.0% | $4,837-89.0% |
| Participant deferral / active EE | $668 | $4,673-85.7% | $4,276-84.4% | $6,341-89.5% |
| Admin fee / account holder | $5 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |