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 4-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 | $5,031 | $73,867-93.2% | $143,757-96.5% | $68,494-92.7% |
| Participation rate | 39.3% | 66.7%-27.4pp | 80.3%-41.0pp | 67.9%-28.6pp |
| Annual return | 296.44% | 1.01%+295.4pp | -0.04%+296.5pp | -7.84%+304.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,021 | $3,384-69.8% | $5,637-81.9% | $4,027-74.7% |
| Admin fee / account holder | $239 | $5,755-95.8% | $14,673-98.4% | $5,403-95.6% |