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 | $1,119 | $45,152-97.5% | $73,843-98.5% | $59,632-98.1% |
| Participation rate | 55.8% | 64.0%-8.2pp | 73.4%-17.6pp | 68.7%-12.9pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $212 | $1,902-88.8% | $2,787-92.4% | $2,203-90.4% |
| Participant deferral / active EE | $718 | $2,574-72.1% | $3,583-80.0% | $3,192-77.5% |
| Admin fee / account holder | $181 | $3,516-94.8% | $4,880-96.3% | $4,297-95.8% |