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 | $4,689 | $44,850-89.5% | $60,547-92.3% | $59,632-92.1% |
| Participation rate | 33.3% | 59.5%-26.1pp | 68.0%-34.6pp | 68.7%-35.3pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,900 | $2,230-14.8% | $3,328-42.9% | $3,192-40.5% |
| Admin fee / account holder | $0 | $3,635-100.0% | $4,536-100.0% | $4,297-100.0% |