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 | $3,731 | $62,573-94.0% | $85,682-95.6% | $85,850-95.7% |
| Participation rate | 52.9% | 61.1%-8.2pp | 69.9%-16.9pp | 69.3%-16.4pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $183 | $1,757-89.6% | $2,618-93.0% | $2,565-92.9% |
| Participant deferral / active EE | $1,760 | $2,802-37.2% | $3,923-55.1% | $3,952-55.5% |
| Admin fee / account holder | $5 | $4,640-99.9% | $6,873-99.9% | $6,260-99.9% |