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.
Employer 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 | $1,127 | $47,278-97.6% | $124,672-99.1% | $93,030-98.8% |
| Participation rate | 67.1% | 51.1%+16.1pp | 74.6%-7.5pp | 73.9%-6.8pp |
| Annual return | 0.00% | 15.27%-15.3pp | 5142.93%-5142.9pp | 158.70%-158.7pp |
| Employer contribution / active EE | $1 | $937-99.9% | $3,324-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $815 | $1,786-54.4% | $4,614-82.3% | $4,562-82.1% |
| Admin fee / account holder | $4 | $108-96.1% | $7,493-99.9% | $152-97.2% |