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 5-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.
Participant 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 | $2,221 | $99,985-97.8% | $146,665-98.5% | $85,850-97.4% |
| Participation rate | 62.2% | 73.1%-10.9pp | 80.1%-17.9pp | 69.3%-7.2pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $757 | $2,559-70.4% | $4,136-81.7% | $2,565-70.5% |
| Participant deferral / active EE | $760 | $4,006-81.0% | $5,506-86.2% | $3,952-80.8% |
| Admin fee / account holder | $43 | $7,702-99.4% | $10,280-99.6% | $6,260-99.3% |