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 | $4,684 | $99,877-95.3% | $84,966-94.5% | $145,922-96.8% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 0.00% | 83.76%-83.8pp | 66.38%-66.4pp | 561.29%-561.3pp |
| Employer contribution / active EE | $478 | $3,231-85.2% | $2,727-82.5% | $4,660-89.8% |
| Participant deferral / active EE | $600 | $5,291-88.7% | $4,519-86.7% | $6,688-91.0% |
| Admin fee / account holder | $16 | $7,248-99.8% | $6,149-99.7% | $13,397-99.9% |