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 6-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 | $579 | $64,324-99.1% | $118,925-99.5% | $79,858-99.3% |
| Participation rate | 1.4% | 64.9%-63.5pp | 75.4%-74.0pp | 69.6%-68.3pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.88%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7 | $2,824-99.8% | $4,265-99.8% | $3,740-99.8% |
| Admin fee / account holder | $4 | $4,040-99.9% | $6,581-99.9% | $5,306-99.9% |