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 | $555 | $27,915-98.0% | $58,482-99.1% | $75,163-99.3% |
| Participation rate | 44.4% | 38.8%+5.6pp | 50.9%-6.4pp | 67.2%-22.7pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $143 | $669-78.6% | $1,053-86.4% | $2,670-94.6% |
| Participant deferral / active EE | $143 | $1,201-88.1% | $1,924-92.6% | $4,125-96.5% |
| Admin fee / account holder | $1 | $1,726-99.9% | $2,516-100.0% | $5,651-100.0% |