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 | $6,769 | $150,440-95.5% | $136,294-95.0% | $147,584-95.4% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 11.06% | 1049.08%-1038.0pp | 5155.94%-5144.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $817 | $5,256-84.5% | $4,695-82.6% | $4,876-83.3% |
| Participant deferral / active EE | $3,317 | $6,630-50.0% | $6,247-46.9% | $5,439-39.0% |
| Admin fee / account holder | $120 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |