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 7-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 | $747 | $70,606-98.9% | $53,898-98.6% | $142,382-99.5% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | 19.15% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $53 | $1,202-95.6% | $932-94.3% | $4,299-98.8% |
| Participant deferral / active EE | $53 | $2,364-97.7% | $1,826-97.1% | $6,507-99.2% |
| Admin fee / account holder | $241 | $2,852-91.5% | $2,491-90.3% | $12,624-98.1% |