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 8-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 | $2,676 | $76,000-96.5% | $154,107-98.3% | $64,186-95.8% |
| Participation rate | 32.5% | 70.4%-37.9pp | 83.0%-50.6pp | 69.6%-37.1pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $495 | $3,351-85.2% | $5,298-90.7% | $2,381-79.2% |
| Participant deferral / active EE | $507 | $3,175-84.0% | $5,081-90.0% | $3,470-85.4% |
| Admin fee / account holder | $29 | $5,596-99.5% | $13,411-99.8% | $4,888-99.4% |