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 | $692 | $70,606-99.0% | $53,898-98.7% | $142,382-99.5% |
| Participation rate | 38.5% | 63.7%-25.2pp | 55.0%-16.5pp | 80.1%-41.7pp |
| Annual return | 32.06% | 619.81%-587.8pp | 528.60%-496.5pp | 217.08%-185.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $238 | $2,364-89.9% | $1,826-87.0% | $6,507-96.3% |
| Admin fee / account holder | $3 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |