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 | $551 | $61,058-99.1% | $71,209-99.2% | $85,563-99.4% |
| Participation rate | 2.2% | 58.6%-56.4pp | 73.8%-71.6pp | 66.0%-63.8pp |
| Annual return | 37.48% | 100.41%-62.9pp | 282.51%-245.0pp | 31.51%+6.0pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $6 | $3,173-99.8% | $4,175-99.9% | $4,375-99.9% |
| Admin fee / account holder | $0 | $855-100.0% | $5,349-100.0% | $834-100.0% |