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 9-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 | $2,152 | $90,503-97.6% | $78,689-97.3% | $273,961-99.2% |
| Participation rate | 13.3% | 76.5%-63.2pp | 73.6%-60.2pp | 83.0%-69.7pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $49 | $3,176-98.5% | $2,851-98.3% | $4,869-99.0% |
| Participant deferral / active EE | $227 | $3,901-94.2% | $3,517-93.5% | $5,287-95.7% |
| Admin fee / account holder | $1 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |