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 3-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 | $2,716 | $34,934-92.2% | $56,411-95.2% | $74,495-96.4% |
| Participation rate | 9.2% | 32.8%-23.7pp | 52.5%-43.3pp | 67.2%-58.0pp |
| Annual return | 16.01% | 25.94%-9.9pp | 1701.33%-1685.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $237 | $1,170-79.8% | $1,952-87.9% | $4,346-94.6% |
| Admin fee / account holder | $164 | $2,364-93.0% | $2,829-94.2% | $1,942-91.5% |