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 | $969 | $65,041-98.5% | $90,951-98.9% | $79,858-98.8% |
| Participation rate | 10.7% | 61.6%-50.9pp | 69.0%-58.3pp | 69.6%-58.9pp |
| Annual return | 1977.14% | 30.45%+1946.7pp | 134.60%+1842.5pp | 31.71%+1945.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $78 | $2,512-96.9% | $3,373-97.7% | $3,740-97.9% |
| Admin fee / account holder | $3 | $4,536-99.9% | $5,959-100.0% | $5,306-99.9% |