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 | $39 | $74,888-99.9% | $71,209-99.9% | $142,382-100.0% |
| Participation rate | 7.7% | 76.2%-68.5pp | 73.8%-66.1pp | 80.1%-72.4pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15 | $4,454-99.7% | $4,175-99.6% | $6,507-99.8% |
| Admin fee / account holder | $163 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |