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 | $6,377 | $57,281-88.9% | $86,612-92.6% | $75,163-91.5% |
| Participation rate | 42.2% | 63.2%-21.0pp | 71.7%-29.5pp | 67.2%-25.0pp |
| Annual return | 29.82% | 2670.75%-2640.9pp | 591.07%-561.2pp | 160.62%-130.8pp |
| Employer contribution / active EE | $15 | $2,314-99.4% | $3,022-99.5% | $2,670-99.4% |
| Participant deferral / active EE | $1,432 | $3,318-56.8% | $4,438-67.7% | $4,125-65.3% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |