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 | $824 | $67,331-98.8% | $60,874-98.6% | $134,475-99.4% |
| Participation rate | 58.3% | 76.2%-17.8pp | 73.1%-14.8pp | 81.2%-22.9pp |
| Annual return | -19.09% | 49.93%-69.0pp | 16.90%-36.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $38 | $4,538-99.2% | $3,817-99.0% | $6,400-99.4% |
| Admin fee / account holder | $184 | $4,582-96.0% | $3,224-94.3% | $11,426-98.4% |