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 4-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 | $7,159 | $54,350-86.8% | $82,719-91.3% | $68,494-89.5% |
| Participation rate | 47.3% | 63.9%-16.6pp | 72.6%-25.3pp | 67.9%-20.6pp |
| Annual return | 206.51% | -13.67%+220.2pp | 701.18%-494.7pp | -7.84%+214.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,435 | $3,246-55.8% | $4,395-67.4% | $4,027-64.4% |
| Admin fee / account holder | $20 | $4,395-99.5% | $5,329-99.6% | $5,403-99.6% |