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.
Employer 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 | $1,211 | $32,888-96.3% | - | $70,131-98.3% |
| Participation rate | 38.3% | 57.8%-19.5pp | - | 69.5%-31.2pp |
| Annual return | 0.00% | 18.50%-18.5pp | - | 73.14%-73.1pp |
| Employer contribution / active EE | $99 | $2,171-95.5% | - | $2,342-95.8% |
| Participant deferral / active EE | $361 | $1,340-73.1% | - | $3,332-89.2% |
| Admin fee / account holder | $0 | $1,413-100.0% | - | $4,645-100.0% |