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 7-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 | $8,688 | $76,000-88.6% | $154,107-94.4% | $64,186-86.5% |
| Participation rate | 22.4% | 70.4%-48.0pp | 83.0%-60.6pp | 69.6%-47.1pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $271 | $3,351-91.9% | $5,298-94.9% | $2,381-88.6% |
| Participant deferral / active EE | $997 | $3,175-68.6% | $5,081-80.4% | $3,470-71.3% |
| Admin fee / account holder | $286 | $5,596-94.9% | $13,411-97.9% | $4,888-94.1% |