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 8-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 | $9,160 | $38,365-76.1% | $84,611-89.2% | $65,185-85.9% |
| Participation rate | 17.5% | 55.7%-38.2pp | 68.2%-50.7pp | 70.2%-52.7pp |
| Annual return | 75.48% | 32.00%+43.5pp | 258.74%-183.3pp | 29.38%+46.1pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,515 | $2,278-33.5% | $3,899-61.1% | $3,514-56.9% |
| Admin fee / account holder | $34 | $451-92.5% | $4,912-99.3% | $847-96.0% |