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 8-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 | $7,525 | $100,852-92.5% | $90,404-91.7% | $158,922-95.3% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.7%-37.0pp | 82.0%-46.2pp |
| Annual return | 26.59% | 1724.20%-1697.6pp | 1293.02%-1266.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,647 | $4,348-62.1% | $3,963-58.5% | $5,982-72.5% |
| Admin fee / account holder | $166 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |