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 | $14,465 | $150,440-90.4% | $136,294-89.4% | $147,584-90.2% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $850 | $5,256-83.8% | $4,695-81.9% | $4,876-82.6% |
| Participant deferral / active EE | $3,825 | $6,630-42.3% | $6,247-38.8% | $5,439-29.7% |
| Admin fee / account holder | $5 | $10,905-100.0% | $9,243-99.9% | $10,885-100.0% |