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 6-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 | $15,281 | $72,277-78.9% | $101,248-84.9% | $79,858-80.9% |
| Participation rate | 15.2% | 68.5%-53.3pp | 75.8%-60.7pp | 69.6%-54.5pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $277 | $2,692-89.7% | $3,660-92.4% | $2,471-88.8% |
| Participant deferral / active EE | $1,799 | $3,282-45.2% | $4,370-58.8% | $3,740-51.9% |
| Admin fee / account holder | $5 | $4,400-99.9% | $5,945-99.9% | $5,306-99.9% |