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 10-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 | $2,807 | $176,377-98.4% | $134,143-97.9% | $158,922-98.2% |
| Participation rate | 29.4% | 78.7%-49.3pp | 72.2%-42.8pp | 82.0%-52.5pp |
| Annual return | 9.17% | 63.63%-54.5pp | 36.33%-27.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $58 | $4,091-98.6% | $3,499-98.4% | $5,982-99.0% |
| Admin fee / account holder | $122 | $8,718-98.6% | $6,684-98.2% | $11,246-98.9% |