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 | $4,578 | $81,248-94.4% | $155,509-97.1% | $80,856-94.3% |
| Participation rate | 46.3% | 66.2%-20.0pp | 78.2%-31.9pp | 67.6%-21.4pp |
| Annual return | 58.69% | 33.31%+25.4pp | 64.67%-6.0pp | 35.59%+23.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,076 | $3,452-68.8% | $5,626-80.9% | $4,296-74.9% |
| Admin fee / account holder | $213 | $7,997-97.3% | $15,912-98.7% | $6,918-96.9% |