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 3-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 | $521 | $64,839-99.2% | $95,585-99.5% | $84,808-99.4% |
| Participation rate | 37.1% | 63.8%-26.7pp | 72.1%-34.9pp | 68.3%-31.2pp |
| Annual return | 133.73% | -670.96%+804.7pp | 38.56%+95.2pp | 40.90%+92.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $205 | $2,965-93.1% | $4,023-94.9% | $4,212-95.1% |
| Admin fee / account holder | $6 | $5,964-99.9% | $6,127-99.9% | $7,344-99.9% |