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 4-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 | $12,494 | $65,561-80.9% | $86,188-85.5% | $75,163-83.4% |
| Participation rate | 37.3% | 60.5%-23.2pp | 69.0%-31.7pp | 67.2%-29.9pp |
| Annual return | 257.56% | 46.05%+211.5pp | 1168.45%-910.9pp | 160.62%+96.9pp |
| Employer contribution / active EE | $176 | $1,553-88.6% | $2,380-92.6% | $2,670-93.4% |
| Participant deferral / active EE | $2,140 | $3,024-29.2% | $3,985-46.3% | $4,125-48.1% |
| Admin fee / account holder | $216 | $5,474-96.1% | $6,852-96.9% | $5,651-96.2% |