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 5-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 | $4,906 | $56,114-91.3% | $96,139-94.9% | $85,850-94.3% |
| Participation rate | 32.4% | 56.7%-24.3pp | 68.4%-36.0pp | 69.3%-36.9pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $184 | $1,620-88.7% | $2,797-93.4% | $2,565-92.8% |
| Participant deferral / active EE | $1,535 | $2,859-46.3% | $4,349-64.7% | $3,952-61.2% |
| Admin fee / account holder | $47 | $3,768-98.8% | $5,537-99.2% | $6,260-99.3% |