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 9-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 | $2,959 | $99,652-97.0% | $78,778-96.2% | $147,584-98.0% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $204 | $2,796-92.7% | $1,986-89.7% | $4,876-95.8% |
| Participant deferral / active EE | $1,487 | $3,664-59.4% | $2,958-49.7% | $5,439-72.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |