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 | $192 | $70,606-99.7% | $53,898-99.6% | $142,382-99.9% |
| Participation rate | 17.6% | 63.7%-46.1pp | 55.0%-37.3pp | 80.1%-62.5pp |
| Annual return | 27.92% | 619.81%-591.9pp | 528.60%-500.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $59 | $1,202-95.1% | $932-93.7% | $4,299-98.6% |
| Participant deferral / active EE | $43 | $2,364-98.2% | $1,826-97.7% | $6,507-99.3% |
| Admin fee / account holder | $1 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |