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 | $8,414 | $77,899-89.2% | $149,673-94.4% | $75,163-88.8% |
| Participation rate | 67.4% | 65.6%+1.9pp | 78.8%-11.3pp | 67.2%+0.3pp |
| Annual return | 250.41% | 31.72%+218.7pp | 134.42%+116.0pp | 160.62%+89.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,471 | $3,411-27.6% | $5,680-56.5% | $4,125-40.1% |
| Admin fee / account holder | $62 | $5,956-99.0% | $13,210-99.5% | $5,651-98.9% |