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 9-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 | $10,099 | $190,805-94.7% | $159,960-93.7% | $134,475-92.5% |
| Participation rate | 55.6% | 81.9%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -16.38% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $350 | $4,995-93.0% | $4,226-91.7% | $4,740-92.6% |
| Participant deferral / active EE | $1,684 | $6,923-75.7% | $6,182-72.8% | $6,400-73.7% |
| Admin fee / account holder | $201 | $10,471-98.1% | $8,698-97.7% | $11,426-98.2% |