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 | $5,717 | $78,694-92.7% | $67,652-91.5% | $125,391-95.4% |
| Participation rate | 64.7% | 78.8%-14.1pp | 75.7%-11.0pp | 83.2%-18.5pp |
| Annual return | 721.02% | 9.46%+711.6pp | 6625.04%-5904.0pp | 282.22%+438.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,211 | $4,292-48.5% | $3,560-37.9% | $5,352-58.7% |
| Admin fee / account holder | $17 | $7,403-99.8% | $4,821-99.6% | $9,540-99.8% |