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 8-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 | $23,312 | $202,318-88.5% | $172,739-86.5% | $152,861-84.7% |
| Participation rate | 52.2% | 87.1%-34.9pp | 82.6%-30.5pp | 82.4%-30.3pp |
| Annual return | 933.56% | 1029.65%-96.1pp | 802.84%+130.7pp | 345.32%+588.2pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,803 | $5,948-36.1% | $5,198-26.8% | $5,850-35.0% |
| Admin fee / account holder | $84 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |