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 | $3,322 | $99,919-96.7% | - | $158,922-97.9% |
| Participation rate | 29.4% | 71.6%-42.1pp | - | 82.0%-52.5pp |
| Annual return | 10.72% | 35.31%-24.6pp | - | 302.83%-292.1pp |
| Employer contribution / active EE | $0 | $3,686-100.0% | - | $4,761-100.0% |
| Participant deferral / active EE | $221 | $4,771-95.4% | - | $5,982-96.3% |
| Admin fee / account holder | $20 | $2,820-99.3% | - | $11,246-99.8% |