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 6-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 | $7,759 | $52,279-85.2% | $89,391-91.3% | $79,858-90.3% |
| Participation rate | 20.0% | 57.5%-37.5pp | 68.0%-48.0pp | 69.6%-49.6pp |
| Annual return | 74.92% | 22.16%+52.8pp | 245.62%-170.7pp | 31.71%+43.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,405 | $2,740-48.7% | $3,890-63.9% | $3,740-62.4% |
| Admin fee / account holder | $38 | $3,356-98.9% | $4,881-99.2% | $5,306-99.3% |