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 | $882 | $22,587-96.1% | $65,255-98.6% | $75,163-98.8% |
| Participation rate | 64.4% | 63.1%+1.4pp | 65.0%-0.5pp | 67.2%-2.7pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $360 | $941-61.7% | $1,691-78.7% | $2,670-86.5% |
| Participant deferral / active EE | $567 | $1,695-66.6% | $2,831-80.0% | $4,125-86.3% |
| Admin fee / account holder | $30 | $1,876-98.4% | $4,112-99.3% | $5,651-99.5% |