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 10-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 | $8,594 | $43,327-80.2% | $59,878-85.6% | $64,186-86.6% |
| Participation rate | 50.6% | 69.2%-18.5pp | 74.7%-24.1pp | 69.6%-18.9pp |
| Annual return | -7.01% | -1.55%-5.5pp | 3.46%-10.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $292 | $2,028-85.6% | $2,722-89.3% | $2,381-87.7% |
| Participant deferral / active EE | $792 | $2,546-68.9% | $3,402-76.7% | $3,470-77.2% |
| Admin fee / account holder | $290 | $3,005-90.4% | $3,590-91.9% | $4,888-94.1% |