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 8-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 | $8,153 | $61,660-86.8% | $80,019-89.8% | $64,186-87.3% |
| Participation rate | 27.1% | 71.7%-44.6pp | 75.8%-48.7pp | 69.6%-42.5pp |
| Annual return | 3957.62% | -0.33%+3957.9pp | 11.22%+3946.4pp | 7.63%+3950.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $927 | $2,968-68.8% | $3,686-74.9% | $3,470-73.3% |
| Admin fee / account holder | $4 | $5,417-99.9% | $6,521-99.9% | $4,888-99.9% |