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 7-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 | $9,681 | $116,175-91.7% | $93,606-89.7% | $152,861-93.7% |
| Participation rate | 40.0% | 78.0%-38.0pp | 75.8%-35.8pp | 82.4%-42.4pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $160 | $3,218-95.0% | $2,718-94.1% | $4,762-96.6% |
| Participant deferral / active EE | $3,675 | $4,603-20.2% | $4,069-9.7% | $5,850-37.2% |
| Admin fee / account holder | $12 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |