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 | $8,335 | $49,915-83.3% | $154,803-94.6% | $74,304-88.8% |
| Participation rate | 22.8% | 54.0%-31.1pp | 78.1%-55.2pp | 60.3%-37.5pp |
| Annual return | 24.66% | 34.06%-9.4pp | 58.88%-34.2pp | 29.43%-4.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,058 | $2,255-53.1% | $5,540-80.9% | $3,767-71.9% |
| Admin fee / account holder | $269 | $2,189-87.7% | $14,329-98.1% | $2,969-90.9% |