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 | $1,472 | $27,915-94.7% | $58,482-97.5% | $75,163-98.0% |
| Participation rate | 19.5% | 38.8%-19.3pp | 50.9%-31.3pp | 67.2%-47.7pp |
| Annual return | 18.27% | 44.20%-25.9pp | 4239.32%-4221.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $113 | $669-83.1% | $1,053-89.3% | $2,670-95.8% |
| Participant deferral / active EE | $194 | $1,201-83.9% | $1,924-89.9% | $4,125-95.3% |
| Admin fee / account holder | $211 | $1,726-87.8% | $2,516-91.6% | $5,651-96.3% |