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 | $1,029 | $70,756-98.5% | $65,493-98.4% | $142,382-99.3% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 22.55% | 1754.89%-1732.3pp | 982.45%-959.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $285 | $4,637-93.9% | $3,961-92.8% | $6,507-95.6% |
| Admin fee / account holder | $33 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |