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 9-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 | $10,466 | $78,694-86.7% | $67,652-84.5% | $125,391-91.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | 2.14% | 9.46%-7.3pp | 6625.04%-6622.9pp | 282.22%-280.1pp |
| Employer contribution / active EE | $530 | $3,044-82.6% | $2,266-76.6% | $4,866-89.1% |
| Participant deferral / active EE | $1,058 | $4,292-75.3% | $3,560-70.3% | $5,352-80.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |