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 | $3,504 | $60,124-94.2% | $90,404-96.1% | $79,858-95.6% |
| Participation rate | 69.7% | 65.0%+4.7pp | 72.7%-3.0pp | 69.6%+0.1pp |
| Annual return | 29.76% | 71.94%-42.2pp | 1293.02%-1263.3pp | 31.71%-2.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,320 | $2,938-55.1% | $3,963-66.7% | $3,740-64.7% |
| Admin fee / account holder | $286 | $3,976-92.8% | $5,611-94.9% | $5,306-94.6% |