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 | $7,822 | $63,861-87.8% | $104,607-92.5% | $79,858-90.2% |
| Participation rate | 37.9% | 64.9%-27.0pp | 74.1%-36.1pp | 69.6%-31.7pp |
| Annual return | 37.31% | 21.30%+16.0pp | 340.46%-303.2pp | 31.71%+5.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,746 | $2,693-35.2% | $3,740-53.3% | $3,740-53.3% |
| Admin fee / account holder | $74 | $4,185-98.2% | $6,473-98.9% | $5,306-98.6% |