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 | $10,691 | $89,652-88.1% | $141,162-92.4% | $65,185-83.6% |
| Participation rate | 34.2% | 74.7%-40.5pp | 82.5%-48.3pp | 70.2%-36.0pp |
| Annual return | 108.85% | 32.79%+76.1pp | 71.39%+37.5pp | 29.38%+79.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,673 | $5,691-53.0% | $6,709-60.2% | $3,514-23.9% |
| Admin fee / account holder | $68 | $569-88.0% | $10,261-99.3% | $847-92.0% |