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 5-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 | $5,148 | $49,173-89.5% | $121,098-95.7% | $75,163-93.2% |
| Participation rate | 61.5% | 55.4%+6.1pp | 69.5%-7.9pp | 67.2%-5.7pp |
| Annual return | 18.16% | 55.99%-37.8pp | 985.75%-967.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,125 | $2,628-57.2% | $4,080-72.4% | $4,125-72.7% |
| Admin fee / account holder | $185 | $3,942-95.3% | $5,644-96.7% | $5,651-96.7% |