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 | $1,098 | $81,625-98.7% | $58,482-98.1% | $139,434-99.2% |
| Participation rate | 69.6% | 61.3%+8.2pp | 50.9%+18.7pp | 80.3%-10.8pp |
| Annual return | 44.49% | 7404.20%-7359.7pp | 4239.32%-4194.8pp | 372.94%-328.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $600 | $2,557-76.5% | $1,924-68.8% | $6,710-91.1% |
| Admin fee / account holder | $26 | $3,265-99.2% | $2,516-99.0% | $11,403-99.8% |