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 7-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 | $5,929 | $135,635-95.6% | $110,238-94.6% | $135,375-95.6% |
| Participation rate | 38.5% | 83.5%-45.0pp | 79.8%-41.4pp | 82.6%-44.2pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $270 | $4,906-94.5% | $3,826-92.9% | $4,779-94.4% |
| Participant deferral / active EE | $2,198 | $5,506-60.1% | $4,672-53.0% | $5,609-60.8% |
| Admin fee / account holder | $16 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |