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 | $10,271 | $104,486-90.2% | $76,817-86.6% | $152,861-93.3% |
| Participation rate | 12.5% | 76.6%-64.1pp | 72.1%-59.6pp | 82.4%-69.9pp |
| Annual return | 54.04% | 1013.37%-959.3pp | 1166.11%-1112.1pp | 345.32%-291.3pp |
| Employer contribution / active EE | $38 | $3,116-98.8% | $2,302-98.3% | $4,762-99.2% |
| Participant deferral / active EE | $948 | $4,236-77.6% | $3,336-71.6% | $5,850-83.8% |
| Admin fee / account holder | $171 | $12,275-98.6% | $6,420-97.3% | $11,596-98.5% |