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 7-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 | $2,311 | $65,365-96.5% | $92,893-97.5% | $72,985-96.8% |
| Participation rate | 35.5% | 68.3%-32.8pp | 76.0%-40.5pp | 69.5%-34.0pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $864 | $3,128-72.4% | $4,236-79.6% | $3,607-76.1% |
| Admin fee / account holder | $10 | $4,251-99.8% | $5,794-99.8% | $5,124-99.8% |