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 8-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 | $9,432 | $112,881-91.6% | $90,951-89.6% | $158,922-94.1% |
| Participation rate | 52.6% | 74.7%-22.1pp | 69.0%-16.4pp | 82.0%-29.3pp |
| Annual return | 14.03% | 215.79%-201.8pp | 134.60%-120.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $287 | $2,893-90.1% | $2,122-86.5% | $4,761-94.0% |
| Participant deferral / active EE | $1,676 | $4,128-59.4% | $3,373-50.3% | $5,982-72.0% |
| Admin fee / account holder | $44 | $8,041-99.5% | $5,959-99.3% | $11,246-99.6% |