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 10-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 | $1,622 | $52,681-96.9% | $75,781-97.9% | $59,632-97.3% |
| Participation rate | 60.7% | 67.2%-6.5pp | 75.8%-15.1pp | 68.7%-8.0pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $561 | $2,193-74.4% | $3,323-83.1% | $2,203-74.5% |
| Participant deferral / active EE | $660 | $2,591-74.5% | $3,651-81.9% | $3,192-79.3% |
| Admin fee / account holder | $37 | $3,610-99.0% | $5,299-99.3% | $4,297-99.1% |