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 6-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 | $820 | $65,409-98.7% | $98,442-99.2% | $85,850-99.0% |
| Participation rate | 66.2% | 65.0%+1.2pp | 73.3%-7.2pp | 69.3%-3.1pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $234 | $2,168-89.2% | $2,960-92.1% | $2,565-90.9% |
| Participant deferral / active EE | $503 | $3,166-84.1% | $4,276-88.2% | $3,952-87.3% |
| Admin fee / account holder | $30 | $4,593-99.3% | $5,949-99.5% | $6,260-99.5% |