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 | $3,416 | $58,927-94.2% | $76,817-95.6% | $72,985-95.3% |
| Participation rate | 45.2% | 67.3%-22.1pp | 72.1%-26.8pp | 69.5%-24.2pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $536 | $1,787-70.0% | $2,302-76.7% | $2,440-78.0% |
| Participant deferral / active EE | $862 | $2,690-68.0% | $3,336-74.2% | $3,607-76.1% |
| Admin fee / account holder | $72 | $4,013-98.2% | $6,420-98.9% | $5,124-98.6% |