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 | $418 | $70,606-99.4% | $53,898-99.2% | $142,382-99.7% |
| Participation rate | 46.7% | 63.7%-17.0pp | 55.0%-8.3pp | 80.1%-33.5pp |
| Annual return | 30.56% | 619.81%-589.2pp | 528.60%-498.0pp | 217.08%-186.5pp |
| Employer contribution / active EE | $166 | $1,202-86.2% | $932-82.2% | $4,299-96.1% |
| Participant deferral / active EE | $214 | $2,364-91.0% | $1,826-88.3% | $6,507-96.7% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |