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 | $17,092 | $95,971-82.2% | $74,550-77.1% | $135,375-87.4% |
| Participation rate | 23.1% | 75.7%-52.6pp | 69.1%-46.1pp | 82.6%-59.6pp |
| Annual return | -8.13% | 56.96%-65.1pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,203 | $3,843-42.7% | $3,108-29.1% | $5,609-60.7% |
| Admin fee / account holder | $55 | $6,522-99.2% | $5,060-98.9% | $10,827-99.5% |