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 3-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 | $8,011 | $48,230-83.4% | $67,502-88.1% | $80,856-90.1% |
| Participation rate | 28.9% | 66.4%-37.4pp | 72.9%-43.9pp | 67.6%-38.7pp |
| Annual return | 112.48% | 18.28%+94.2pp | 3512.12%-3399.6pp | 35.59%+76.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,108 | $2,924-27.9% | $4,000-47.3% | $4,296-50.9% |
| Admin fee / account holder | $6 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |