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 | $2,463 | $43,723-94.4% | $121,196-98.0% | $64,186-96.2% |
| Participation rate | 40.0% | 58.3%-18.3pp | 71.7%-31.7pp | 69.6%-29.6pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $124 | $1,296-90.5% | $4,022-96.9% | $2,381-94.8% |
| Participant deferral / active EE | $1,237 | $2,280-45.7% | $3,344-63.0% | $3,470-64.3% |
| Admin fee / account holder | $28 | $3,501-99.2% | $5,019-99.4% | $4,888-99.4% |