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.
Employer 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 | $20,363 | $197,591-89.7% | $177,821-88.5% | $158,922-87.2% |
| Participation rate | 28.6% | 88.5%-60.0pp | 87.7%-59.2pp | 82.0%-53.4pp |
| Annual return | 82.26% | 58.76%+23.5pp | 48.32%+33.9pp | 302.83%-220.6pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,549 | $8,405-57.8% | $7,714-54.0% | $5,982-40.7% |
| Admin fee / account holder | $63 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |