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 | $6,181 | $100,852-93.9% | $90,404-93.2% | $158,922-96.1% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 28.53% | 1724.20%-1695.7pp | 1293.02%-1264.5pp | 302.83%-274.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $807 | $4,348-81.4% | $3,963-79.6% | $5,982-86.5% |
| Admin fee / account holder | $65 | $6,501-99.0% | $5,611-98.8% | $11,246-99.4% |