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 9-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 | $8,540 | $105,998-91.9% | $92,233-90.7% | $147,584-94.2% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $497 | $4,333-88.5% | $3,679-86.5% | $4,876-89.8% |
| Participant deferral / active EE | $2,224 | $4,478-50.3% | $3,897-42.9% | $5,439-59.1% |
| Admin fee / account holder | $43 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |