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 | $1,013 | $70,606-98.6% | $53,898-98.1% | $142,382-99.3% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 31.13% | 619.81%-588.7pp | 528.60%-497.5pp | 217.08%-185.9pp |
| Employer contribution / active EE | $155 | $1,202-87.1% | $932-83.4% | $4,299-96.4% |
| Participant deferral / active EE | $221 | $2,364-90.6% | $1,826-87.9% | $6,507-96.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |