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 | $3,937 | $175,202-97.8% | $149,673-97.4% | $139,434-97.2% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 883.16% | 166.71%+716.5pp | 134.42%+748.7pp | 372.94%+510.2pp |
| Employer contribution / active EE | $914 | $5,474-83.3% | $4,818-81.0% | $4,751-80.8% |
| Participant deferral / active EE | $1,982 | $6,519-69.6% | $5,680-65.1% | $6,710-70.5% |
| Admin fee / account holder | $7 | $16,150-100.0% | $13,210-99.9% | $11,403-99.9% |