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 9-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 | $9,362 | $85,766-89.1% | $136,294-93.1% | $70,131-86.7% |
| Participation rate | 46.2% | 74.2%-28.0pp | 81.9%-35.8pp | 69.5%-23.4pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,521 | $2,966-48.7% | $4,695-67.6% | $2,342-35.1% |
| Participant deferral / active EE | $2,113 | $5,051-58.2% | $6,247-66.2% | $3,332-36.6% |
| Admin fee / account holder | $168 | $5,420-96.9% | $9,243-98.2% | $4,645-96.4% |