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 | $22,748 | $150,440-84.9% | $136,294-83.3% | $147,584-84.6% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 36.65% | 1049.08%-1012.4pp | 5155.94%-5119.3pp | 578.55%-541.9pp |
| Employer contribution / active EE | $640 | $5,256-87.8% | $4,695-86.4% | $4,876-86.9% |
| Participant deferral / active EE | $2,482 | $6,630-62.6% | $6,247-60.3% | $5,439-54.4% |
| Admin fee / account holder | $74 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |