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 5-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 | $9,318 | $73,867-87.4% | $143,757-93.5% | $68,494-86.4% |
| Participation rate | 44.6% | 66.7%-22.0pp | 80.3%-35.7pp | 67.9%-23.2pp |
| Annual return | 2.49% | 1.01%+1.5pp | -0.04%+2.5pp | -7.84%+10.3pp |
| Employer contribution / active EE | $269 | $3,184-91.6% | $4,951-94.6% | $2,596-89.6% |
| Participant deferral / active EE | $1,063 | $3,384-68.6% | $5,637-81.1% | $4,027-73.6% |
| Admin fee / account holder | $169 | $5,755-97.1% | $14,673-98.9% | $5,403-96.9% |