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 | $15,985 | $95,971-83.3% | $74,550-78.6% | $135,375-88.2% |
| Participation rate | 12.5% | 75.7%-63.2pp | 69.1%-56.6pp | 82.6%-70.1pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $170 | $2,716-93.7% | $1,961-91.3% | $4,779-96.4% |
| Participant deferral / active EE | $1,998 | $3,843-48.0% | $3,108-35.7% | $5,609-64.4% |
| Admin fee / account holder | $43 | $6,522-99.3% | $5,060-99.2% | $10,827-99.6% |