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 4-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 | $370 | $117,841-99.7% | $102,423-99.6% | $145,922-99.7% |
| Participation rate | 16.7% | 78.6%-61.9pp | 76.5%-59.8pp | 80.3%-63.6pp |
| Annual return | 9.25% | 31.65%-22.4pp | 29.32%-20.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $154 | $5,731-97.3% | $5,053-97.0% | $6,688-97.7% |
| Admin fee / account holder | $14 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |