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 | $7,782 | $99,640-92.2% | $86,436-91.0% | $134,475-94.2% |
| Participation rate | 55.6% | 82.0%-26.5pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | 1.51% | 6782.58%-6781.1pp | 4394.89%-4393.4pp | 417.96%-416.4pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $78 | $7,246-98.9% | $6,952-98.9% | $6,400-98.8% |
| Admin fee / account holder | $4 | $8,371-99.9% | $6,731-99.9% | $11,426-100.0% |