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 7-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 | $5,224 | $103,376-94.9% | $87,100-94.0% | $152,861-96.6% |
| Participation rate | 38.9% | 79.3%-40.5pp | 76.9%-38.0pp | 82.4%-43.6pp |
| Annual return | 67.54% | 28.10%+39.4pp | 28.19%+39.3pp | 345.32%-277.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,600 | $4,778-66.5% | $4,049-60.5% | $5,850-72.6% |
| Admin fee / account holder | $17 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |