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 5-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 | $164 | $102,317-99.8% | $146,958-99.9% | $80,856-99.8% |
| Participation rate | 65.3% | 75.8%-10.6pp | 82.2%-16.9pp | 67.6%-2.4pp |
| Annual return | 12.71% | 134.76%-122.1pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $61 | $6,644-99.1% | $8,070-99.2% | $4,296-98.6% |
| Admin fee / account holder | $9 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |