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 6-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 | $268 | $110,502-99.8% | $80,716-99.7% | $167,490-99.8% |
| Participation rate | 11.1% | 64.0%-52.9pp | 54.2%-43.1pp | 82.1%-71.0pp |
| Annual return | 34.78% | 120.54%-85.8pp | 87.28%-52.5pp | 478.56%-443.8pp |
| Employer contribution / active EE | $11 | $1,543-99.3% | $1,160-99.0% | $4,837-99.8% |
| Participant deferral / active EE | $11 | $2,871-99.6% | $2,146-99.5% | $6,341-99.8% |
| Admin fee / account holder | $2 | $4,545-100.0% | $3,380-99.9% | $12,309-100.0% |