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 | $5,924 | $99,079-94.0% | $77,999-92.4% | $273,961-97.8% |
| Participation rate | 52.6% | 78.6%-25.9pp | 75.5%-22.9pp | 83.0%-30.4pp |
| Annual return | 17.74% | 217.93%-200.2pp | 425.96%-408.2pp | 41.45%-23.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,938 | $4,306-55.0% | $3,497-44.6% | $5,287-63.3% |
| Admin fee / account holder | $59 | $8,954-99.3% | $5,480-98.9% | $10,132-99.4% |