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 10-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 | $3,359 | $90,600-96.3% | $79,464-95.8% | $135,375-97.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -6.51% | 977.43%-983.9pp | 718.14%-724.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $663 | $3,068-78.4% | $2,800-76.3% | $4,779-86.1% |
| Participant deferral / active EE | $286 | $4,050-92.9% | $3,704-92.3% | $5,609-94.9% |
| Admin fee / account holder | $49 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |