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 | $5,622 | $100,773-94.4% | $88,946-93.7% | $142,382-96.1% |
| Participation rate | 58.8% | 74.3%-15.5pp | 68.8%-10.0pp | 80.1%-21.3pp |
| Annual return | 20.97% | 70.18%-49.2pp | 57.82%-36.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,046 | $5,230-60.9% | $4,581-55.3% | $6,507-68.6% |
| Admin fee / account holder | $61 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |