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 3-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 | $471 | $30,400-98.4% | $53,898-99.1% | $84,808-99.4% |
| Participation rate | 68.4% | 46.4%+22.0pp | 55.0%+13.5pp | 68.3%+0.1pp |
| Annual return | 19.55% | 500.19%-480.6pp | 528.60%-509.1pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $55 | $1,199-95.4% | $1,826-97.0% | $4,212-98.7% |
| Admin fee / account holder | $17 | $1,993-99.2% | $2,491-99.3% | $7,344-99.8% |