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 7-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 | $2,205 | $90,600-97.6% | $79,464-97.2% | $135,375-98.4% |
| Participation rate | 7.1% | 76.0%-68.9pp | 73.3%-66.2pp | 82.6%-75.5pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $79 | $3,068-97.4% | $2,800-97.2% | $4,779-98.3% |
| Participant deferral / active EE | $87 | $4,050-97.9% | $3,704-97.7% | $5,609-98.5% |
| Admin fee / account holder | $1 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |