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 | $1,079 | $49,922-97.8% | $80,569-98.7% | $75,163-98.6% |
| Participation rate | 69.6% | 55.3%+14.3pp | 67.0%+2.6pp | 67.2%+2.4pp |
| Annual return | 44.17% | 34.69%+9.5pp | 935.43%-891.3pp | 160.62%-116.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $772 | $2,990-74.2% | $4,447-82.7% | $4,125-81.3% |
| Admin fee / account holder | $13 | $3,577-99.6% | $5,377-99.8% | $5,651-99.8% |