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 3-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 | $7,932 | $175,202-95.5% | $149,673-94.7% | $139,434-94.3% |
| Participation rate | 35.3% | 83.4%-48.1pp | 78.8%-43.5pp | 80.3%-45.0pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $666 | $5,474-87.8% | $4,818-86.2% | $4,751-86.0% |
| Participant deferral / active EE | $1,929 | $6,519-70.4% | $5,680-66.0% | $6,710-71.2% |
| Admin fee / account holder | $24 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |