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 | $1,226 | $116,175-98.9% | $93,606-98.7% | $152,861-99.2% |
| Participation rate | 41.7% | 78.0%-36.4pp | 75.8%-34.2pp | 82.4%-40.8pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $494 | $4,603-89.3% | $4,069-87.9% | $5,850-91.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |