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 3-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 | $400 | $150,187-99.7% | $120,354-99.7% | $145,922-99.7% |
| Participation rate | 64.7% | 78.8%-14.1pp | 71.9%-7.2pp | 80.3%-15.6pp |
| Annual return | 12.71% | 154.07%-141.4pp | 107.15%-94.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $349 | $4,348-92.0% | $3,463-89.9% | $4,660-92.5% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $4 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |