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 | $916 | $53,516-98.3% | $126,539-99.3% | $84,808-98.9% |
| Participation rate | 53.6% | 58.2%-4.6pp | 69.8%-16.2pp | 68.3%-14.7pp |
| Annual return | 13.74% | 58.34%-44.6pp | 425.95%-412.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $129 | $2,671-95.2% | $4,083-96.8% | $4,212-96.9% |
| Admin fee / account holder | $200 | $4,497-95.6% | $6,065-96.7% | $7,344-97.3% |