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 4-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 | $559 | $27,915-98.0% | $58,482-99.0% | $75,163-99.3% |
| Participation rate | 60.0% | 38.8%+21.2pp | 50.9%+9.1pp | 67.2%-7.2pp |
| Annual return | 55.72% | 44.20%+11.5pp | 4239.32%-4183.6pp | 160.62%-104.9pp |
| Employer contribution / active EE | $142 | $669-78.8% | $1,053-86.5% | $2,670-94.7% |
| Participant deferral / active EE | $142 | $1,201-88.2% | $1,924-92.6% | $4,125-96.6% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |