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 7-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 | $5,775 | $37,426-84.6% | $77,482-92.5% | $79,858-92.8% |
| Participation rate | 42.3% | 41.5%+0.8pp | 54.2%-11.9pp | 69.6%-27.3pp |
| Annual return | 22.55% | 39.70%-17.2pp | 54.79%-32.2pp | 31.71%-9.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,955 | $1,260+55.1% | $1,861+5.0% | $3,740-47.7% |
| Admin fee / account holder | $116 | $2,504-95.4% | $2,858-95.9% | $5,306-97.8% |