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 10-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 | $4,652 | $45,152-89.7% | $73,843-93.7% | $59,632-92.2% |
| Participation rate | 62.5% | 64.0%-1.5pp | 73.4%-10.9pp | 68.7%-6.2pp |
| Annual return | -1.97% | 27.40%-29.4pp | 2267.84%-2269.8pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $862 | $2,574-66.5% | $3,583-75.9% | $3,192-73.0% |
| Admin fee / account holder | $63 | $3,516-98.2% | $4,880-98.7% | $4,297-98.5% |