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 | $371 | $31,310-98.8% | $53,898-99.3% | $74,304-99.5% |
| Participation rate | 39.8% | 30.7%+9.2pp | 55.0%-15.1pp | 60.3%-20.5pp |
| Annual return | 0.00% | 23.16%-23.2pp | 528.60%-528.6pp | 29.43%-29.4pp |
| Employer contribution / active EE | $115 | $450-74.3% | $932-87.6% | $2,241-94.8% |
| Participant deferral / active EE | $122 | $934-86.9% | $1,826-93.3% | $3,767-96.8% |
| Admin fee / account holder | $9 | $2,175-99.6% | $2,491-99.6% | $2,969-99.7% |