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 | $8,295 | $81,248-89.8% | $155,509-94.7% | $80,856-89.7% |
| Participation rate | 59.3% | 66.2%-6.9pp | 78.2%-18.9pp | 67.6%-8.3pp |
| Annual return | 247.14% | 33.31%+213.8pp | 64.67%+182.5pp | 35.59%+211.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,720 | $3,452-21.2% | $5,626-51.7% | $4,296-36.7% |
| Admin fee / account holder | $160 | $7,997-98.0% | $15,912-99.0% | $6,918-97.7% |