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 | $3,553 | $77,899-95.4% | $149,673-97.6% | $75,163-95.3% |
| Participation rate | 23.1% | 65.6%-42.5pp | 78.8%-55.7pp | 67.2%-44.1pp |
| Annual return | 1698.44% | 31.72%+1666.7pp | 134.42%+1564.0pp | 160.62%+1537.8pp |
| Employer contribution / active EE | $11 | $3,137-99.6% | $4,818-99.8% | $2,670-99.6% |
| Participant deferral / active EE | $1,480 | $3,411-56.6% | $5,680-74.0% | $4,125-64.1% |
| Admin fee / account holder | $290 | $5,956-95.1% | $13,210-97.8% | $5,651-94.9% |