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 3-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 | $1,363 | $54,705-97.5% | $71,209-98.1% | $84,808-98.4% |
| Participation rate | 64.3% | 64.1%+0.2pp | 73.8%-9.5pp | 68.3%-4.0pp |
| Annual return | 348.48% | 35.90%+312.6pp | 282.51%+66.0pp | 40.90%+307.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $896 | $3,030-70.4% | $4,175-78.5% | $4,212-78.7% |
| Admin fee / account holder | $41 | $4,863-99.2% | $5,349-99.2% | $7,344-99.4% |