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 | $769 | $69,207-98.9% | $64,056-98.8% | $139,434-99.4% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 0.00% | 45.88%-45.9pp | 33.69%-33.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $423 | $4,682-91.0% | $3,880-89.1% | $6,710-93.7% |
| Admin fee / account holder | $139 | $4,244-96.7% | $3,068-95.5% | $11,403-98.8% |