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 10-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 | $597 | $32,888-98.2% | - | $70,131-99.1% |
| Participation rate | 3.8% | 57.8%-54.0pp | - | 69.5%-65.7pp |
| Annual return | 27.82% | 18.50%+9.3pp | - | 73.14%-45.3pp |
| Employer contribution / active EE | $0 | $2,171-100.0% | - | $2,342-100.0% |
| Participant deferral / active EE | $16 | $1,340-98.8% | - | $3,332-99.5% |
| Admin fee / account holder | $0 | $1,413-100.0% | - | $4,645-100.0% |