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 8-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 | $14,024 | $100,754-86.1% | $86,677-83.8% | $134,475-89.6% |
| Participation rate | 56.3% | 78.9%-22.7pp | 76.6%-20.3pp | 81.2%-25.0pp |
| Annual return | -16.69% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,413 | $5,338-36.1% | $4,656-26.7% | $6,400-46.7% |
| Admin fee / account holder | $73 | $10,926-99.3% | $7,493-99.0% | $11,426-99.4% |