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 | $21,429 | $142,405-85.0% | $115,157-81.4% | $152,861-86.0% |
| Participation rate | 33.3% | 82.4%-49.0pp | 75.9%-42.6pp | 82.4%-49.1pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $406 | $4,010-89.9% | $3,179-87.2% | $4,762-91.5% |
| Participant deferral / active EE | $6,295 | $5,164+21.9% | $4,168+51.0% | $5,850+7.6% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |