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 8-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 | $990 | $91,911-98.9% | $68,793-98.6% | $135,375-99.3% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $224 | $3,924-94.3% | $2,625-91.5% | $4,779-95.3% |
| Participant deferral / active EE | $436 | $4,315-89.9% | $3,311-86.8% | $5,609-92.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |