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 4-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 | $5,212 | $58,208-91.0% | $81,812-93.6% | $80,856-93.6% |
| Participation rate | 35.5% | 63.4%-27.9pp | 72.3%-36.9pp | 67.6%-32.2pp |
| Annual return | 15.67% | 41.66%-26.0pp | 773.79%-758.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $190 | $2,340-91.9% | $2,912-93.5% | $2,755-93.1% |
| Participant deferral / active EE | $874 | $3,281-73.4% | $4,319-79.8% | $4,296-79.7% |
| Admin fee / account holder | $278 | $4,981-94.4% | $7,386-96.2% | $6,918-96.0% |