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 6-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 | $3,832 | $60,124-93.6% | $90,404-95.8% | $79,858-95.2% |
| Participation rate | 19.0% | 65.0%-45.9pp | 72.7%-53.6pp | 69.6%-50.6pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $238 | $2,068-88.5% | $3,262-92.7% | $2,471-90.4% |
| Participant deferral / active EE | $504 | $2,938-82.8% | $3,963-87.3% | $3,740-86.5% |
| Admin fee / account holder | $104 | $3,976-97.4% | $5,611-98.1% | $5,306-98.0% |