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 | $4,854 | $37,426-87.0% | $77,482-93.7% | $79,858-93.9% |
| Participation rate | 14.9% | 41.5%-26.6pp | 54.2%-39.3pp | 69.6%-54.7pp |
| Annual return | 37.74% | 39.70%-2.0pp | 54.79%-17.0pp | 31.71%+6.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $632 | $1,260-49.8% | $1,861-66.0% | $3,740-83.1% |
| Admin fee / account holder | $10 | $2,504-99.6% | $2,858-99.7% | $5,306-99.8% |