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 | $397 | $52,519-99.2% | $155,790-99.7% | $59,632-99.3% |
| Participation rate | 34.6% | 61.7%-27.1pp | 76.1%-41.5pp | 68.7%-34.1pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $153 | $3,084-95.0% | $4,797-96.8% | $3,192-95.2% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,478-100.0% | $4,297-100.0% |