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 | $809 | $48,046-98.3% | $84,611-99.0% | $72,985-98.9% |
| Participation rate | 8.1% | 57.6%-49.5pp | 68.2%-60.1pp | 69.5%-61.4pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $63 | $2,680-97.7% | $3,899-98.4% | $3,607-98.3% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,912-100.0% | $5,124-100.0% |