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 | $2,210 | $53,127-95.8% | $86,590-97.4% | $70,131-96.8% |
| Participation rate | 53.5% | 65.3%-11.8pp | 73.5%-20.1pp | 69.5%-16.1pp |
| Annual return | 53.45% | 27.66%+25.8pp | 964.84%-911.4pp | 73.14%-19.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,006 | $2,696-62.7% | $3,609-72.1% | $3,332-69.8% |
| Admin fee / account holder | $195 | $3,585-94.6% | $4,906-96.0% | $4,645-95.8% |