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 3-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 | $1,187 | $80,717-98.5% | $154,803-99.2% | $84,808-98.6% |
| Participation rate | 64.9% | 66.8%-1.9pp | 78.1%-13.2pp | 68.3%-3.4pp |
| Annual return | 21.96% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2 | $2,761-99.9% | $4,305-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $1,168 | $3,303-64.6% | $5,540-78.9% | $4,212-72.3% |
| Admin fee / account holder | $292 | $6,746-95.7% | $14,329-98.0% | $7,344-96.0% |