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 | $184 | $70,606-99.7% | $53,898-99.7% | $142,382-99.9% |
| Participation rate | 57.9% | 63.7%-5.8pp | 55.0%+2.9pp | 80.1%-22.2pp |
| Annual return | 10.17% | 619.81%-609.6pp | 528.60%-518.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $34 | $2,364-98.6% | $1,826-98.1% | $6,507-99.5% |
| Admin fee / account holder | $67 | $2,852-97.6% | $2,491-97.3% | $12,624-99.5% |