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 3-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 | $1,631 | $104,974-98.4% | $95,585-98.3% | $142,382-98.9% |
| Participation rate | 44.4% | 75.0%-30.5pp | 72.1%-27.6pp | 80.1%-35.7pp |
| Annual return | 30.13% | 210.33%-180.2pp | 38.56%-8.4pp | 217.08%-186.9pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $738 | $4,352-83.0% | $4,023-81.6% | $6,507-88.7% |
| Admin fee / account holder | $104 | $6,386-98.4% | $6,127-98.3% | $12,624-99.2% |