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 | $3,597 | $48,795-92.6% | $65,493-94.5% | $84,808-95.8% |
| Participation rate | 69.2% | 67.0%+2.3pp | 73.1%-3.9pp | 68.3%+0.9pp |
| Annual return | 21.08% | 20.20%+0.9pp | 982.45%-961.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,122 | $2,928-61.7% | $3,961-71.7% | $4,212-73.3% |
| Admin fee / account holder | $20 | $3,877-99.5% | $5,028-99.6% | $7,344-99.7% |