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 4-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 | $2,565 | $95,561-97.3% | $77,163-96.7% | $139,434-98.2% |
| Participation rate | 68.8% | 73.9%-5.2pp | 69.6%-0.8pp | 80.3%-11.6pp |
| Annual return | 35.88% | 54.92%-19.0pp | 37.87%-2.0pp | 372.94%-337.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,404 | $4,624-69.6% | $3,833-63.4% | $6,710-79.1% |
| Admin fee / account holder | $10 | $8,295-99.9% | $5,472-99.8% | $11,403-99.9% |