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 | $870 | $27,915-96.9% | $58,482-98.5% | $75,163-98.8% |
| Participation rate | 44.0% | 38.8%+5.2pp | 50.9%-6.9pp | 67.2%-23.2pp |
| Annual return | 32.49% | 44.20%-11.7pp | 4239.32%-4206.8pp | 160.62%-128.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $173 | $1,201-85.6% | $1,924-91.0% | $4,125-95.8% |
| Admin fee / account holder | $19 | $1,726-98.9% | $2,516-99.2% | $5,651-99.7% |