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 3-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 | $1,702 | $29,660-94.3% | $56,411-97.0% | $80,856-97.9% |
| Participation rate | 63.4% | 41.6%+21.8pp | 52.5%+10.9pp | 67.6%-4.2pp |
| Annual return | 21.36% | 35.23%-13.9pp | 1701.33%-1680.0pp | 35.59%-14.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,240 | $1,226+1.2% | $1,952-36.5% | $4,296-71.1% |
| Admin fee / account holder | $49 | $2,428-98.0% | $2,829-98.3% | $6,918-99.3% |