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 | $420 | $30,400-98.6% | $53,898-99.2% | $84,808-99.5% |
| Participation rate | 29.7% | 46.4%-16.7pp | 55.0%-25.2pp | 68.3%-38.6pp |
| Annual return | 36.46% | 500.19%-463.7pp | 528.60%-492.1pp | 40.90%-4.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $94 | $1,199-92.1% | $1,826-94.8% | $4,212-97.8% |
| Admin fee / account holder | $1 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |