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 6-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.
Employer 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 | $2,759 | $129,217-97.9% | $93,406-97.0% | $158,922-98.3% |
| Participation rate | 42.9% | 71.0%-28.1pp | 66.8%-24.0pp | 82.0%-39.1pp |
| Annual return | 0.00% | 118.21%-118.2pp | 78.05%-78.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,452 | $3,909-62.9% | $3,126-53.5% | $5,982-75.7% |
| Admin fee / account holder | $5 | $7,383-99.9% | $5,230-99.9% | $11,246-100.0% |