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 | $17,611 | $94,529-81.4% | $140,016-87.4% | $64,186-72.6% |
| Participation rate | 47.4% | 84.1%-36.7pp | 87.5%-40.1pp | 69.6%-22.2pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.12%-651.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $476 | $5,250-90.9% | $6,927-93.1% | $3,470-86.3% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |