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 | $3,571 | $57,541-93.8% | $95,745-96.3% | $75,163-95.2% |
| Participation rate | 56.0% | 62.5%-6.5pp | 72.3%-16.3pp | 67.2%-11.2pp |
| Annual return | 22.83% | 34.93%-12.1pp | 28.35%-5.5pp | 160.62%-137.8pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,259 | $3,074-26.5% | $4,245-46.8% | $4,125-45.2% |
| Admin fee / account holder | $194 | $4,099-95.3% | $5,678-96.6% | $5,651-96.6% |