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 | $872 | $102,317-99.1% | $146,958-99.4% | $80,856-98.9% |
| Participation rate | 15.7% | 75.8%-60.1pp | 82.2%-66.5pp | 67.6%-52.0pp |
| Annual return | 19.76% | 134.76%-115.0pp | 418.34%-398.6pp | 35.59%-15.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $86 | $6,644-98.7% | $8,070-98.9% | $4,296-98.0% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |