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 | $2,599 | $53,516-95.1% | $126,539-97.9% | $84,808-96.9% |
| Participation rate | 52.5% | 58.2%-5.8pp | 69.8%-17.4pp | 68.3%-15.9pp |
| Annual return | 296.32% | 58.34%+238.0pp | 425.95%-129.6pp | 40.90%+255.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,058 | $2,671-60.4% | $4,083-74.1% | $4,212-74.9% |
| Admin fee / account holder | $8 | $4,497-99.8% | $6,065-99.9% | $7,344-99.9% |