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 | $5,484 | $110,261-95.0% | $95,745-94.3% | $139,434-96.1% |
| Participation rate | 9.1% | 75.8%-66.7pp | 72.3%-63.2pp | 80.3%-71.2pp |
| Annual return | 58.04% | 27.11%+30.9pp | 28.35%+29.7pp | 372.94%-314.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $712 | $4,676-84.8% | $4,245-83.2% | $6,710-89.4% |
| Admin fee / account holder | $100 | $6,613-98.5% | $5,678-98.2% | $11,403-99.1% |