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 | $10,483 | $112,881-90.7% | $90,951-88.5% | $158,922-93.4% |
| Participation rate | 17.6% | 74.7%-57.1pp | 69.0%-51.4pp | 82.0%-64.3pp |
| Annual return | 127.63% | 215.79%-88.2pp | 134.60%-7.0pp | 302.83%-175.2pp |
| Employer contribution / active EE | $144 | $2,893-95.0% | $2,122-93.2% | $4,761-97.0% |
| Participant deferral / active EE | $1,338 | $4,128-67.6% | $3,373-60.3% | $5,982-77.6% |
| Admin fee / account holder | $275 | $8,041-96.6% | $5,959-95.4% | $11,246-97.6% |