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 6-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 | $280 | $67,984-99.6% | $65,493-99.6% | $74,304-99.6% |
| Participation rate | 31.8% | 66.3%-34.5pp | 73.1%-41.3pp | 60.3%-28.5pp |
| Annual return | 16.78% | 19.87%-3.1pp | 982.45%-965.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $68 | $3,346-98.0% | $3,961-98.3% | $3,767-98.2% |
| Admin fee / account holder | $201 | $1,373-85.3% | $5,028-96.0% | $2,969-93.2% |