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 10-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 | $9,318 | $150,440-93.8% | $136,294-93.2% | $147,584-93.7% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 24.12% | 1049.08%-1025.0pp | 5155.94%-5131.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $596 | $5,256-88.7% | $4,695-87.3% | $4,876-87.8% |
| Participant deferral / active EE | $2,223 | $6,630-66.5% | $6,247-64.4% | $5,439-59.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |