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 | $245 | $70,606-99.7% | $53,898-99.5% | $142,382-99.8% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 23.10% | 619.81%-596.7pp | 528.60%-505.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $112 | $1,202-90.7% | $932-88.0% | $4,299-97.4% |
| Participant deferral / active EE | $64 | $2,364-97.3% | $1,826-96.5% | $6,507-99.0% |
| Admin fee / account holder | $39 | $2,852-98.6% | $2,491-98.4% | $12,624-99.7% |