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 | $11,013 | $70,002-84.3% | $115,037-90.4% | $52,331-79.0% |
| Participation rate | 37.0% | 72.1%-35.1pp | 81.4%-44.4pp | 68.1%-31.1pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,759 | $4,920-23.6% | $6,026-37.6% | $3,022+24.4% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |