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 | $5,171 | $150,440-96.6% | $136,294-96.2% | $147,584-96.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 36.41% | 1049.08%-1012.7pp | 5155.94%-5119.5pp | 578.55%-542.1pp |
| Employer contribution / active EE | $519 | $5,256-90.1% | $4,695-89.0% | $4,876-89.4% |
| Participant deferral / active EE | $2,212 | $6,630-66.6% | $6,247-64.6% | $5,439-59.3% |
| Admin fee / account holder | $34 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |