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 8-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 | $6,491 | $52,836-87.7% | $105,738-93.9% | $64,186-89.9% |
| Participation rate | 61.1% | 66.5%-5.4pp | 76.3%-15.2pp | 69.6%-8.5pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $431 | $1,827-76.4% | $3,268-86.8% | $2,381-81.9% |
| Participant deferral / active EE | $1,017 | $2,545-60.1% | $4,080-75.1% | $3,470-70.7% |
| Admin fee / account holder | $40 | $3,959-99.0% | $6,913-99.4% | $4,888-99.2% |