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 6-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 | $21,647 | $209,411-89.7% | $178,490-87.9% | $158,922-86.4% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $793 | $5,706-86.1% | $5,011-84.2% | $4,761-83.3% |
| Participant deferral / active EE | $5,778 | $5,954-3.0% | $5,202+11.1% | $5,982-3.4% |
| Admin fee / account holder | $5 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |