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 | $3,368 | $91,190-96.3% | $178,490-98.1% | $79,858-95.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $311 | $3,256-90.4% | $5,011-93.8% | $2,471-87.4% |
| Participant deferral / active EE | $1,803 | $3,236-44.3% | $5,202-65.3% | $3,740-51.8% |
| Admin fee / account holder | $38 | $6,751-99.4% | $13,984-99.7% | $5,306-99.3% |