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 | $9,809 | $109,327-91.0% | $89,391-89.0% | $158,922-93.8% |
| Participation rate | 55.0% | 74.3%-19.3pp | 68.0%-13.0pp | 82.0%-27.0pp |
| Annual return | 75.17% | 345.68%-270.5pp | 245.62%-170.4pp | 302.83%-227.7pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,227 | $4,598-51.6% | $3,890-42.8% | $5,982-62.8% |
| Admin fee / account holder | $77 | $6,153-98.8% | $4,881-98.4% | $11,246-99.3% |