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 | $4,239 | $121,341-96.5% | $189,513-97.8% | $79,386-94.7% |
| Participation rate | 13.7% | 86.1%-72.4pp | 87.8%-74.1pp | 70.7%-57.0pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.15%-555.2pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $3,915-100.0% | $6,162-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $351 | $6,395-94.5% | $8,221-95.7% | $4,046-91.3% |
| Admin fee / account holder | $233 | $651-64.3% | $12,045-98.1% | $626-62.9% |