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 | $14,891 | $150,440-90.1% | $136,294-89.1% | $147,584-89.9% |
| Participation rate | 39.1% | 84.4%-45.3pp | 81.9%-42.8pp | 82.8%-43.7pp |
| Annual return | 32.45% | 1049.08%-1016.6pp | 5155.94%-5123.5pp | 578.55%-546.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,153 | $6,630-37.4% | $6,247-33.5% | $5,439-23.6% |
| Admin fee / account holder | $201 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |