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 | $6,570 | $131,829-95.0% | $108,579-93.9% | $273,961-97.6% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.6%-10.3pp | 83.0%-13.8pp |
| Annual return | 14.85% | -91.57%+106.4pp | -51.70%+66.5pp | 41.45%-26.6pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,008 | $5,127-41.3% | $4,311-30.2% | $5,287-43.1% |
| Admin fee / account holder | $21 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |