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 5-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 | $1,895 | $124,319-98.5% | $111,297-98.3% | $167,490-98.9% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 28.79% | 37.44%-8.6pp | 54.65%-25.9pp | 478.56%-449.8pp |
| Employer contribution / active EE | $321 | $3,435-90.7% | $2,731-88.2% | $4,837-93.4% |
| Participant deferral / active EE | $1,757 | $5,180-66.1% | $4,487-60.8% | $6,341-72.3% |
| Admin fee / account holder | $4 | $10,618-100.0% | $7,964-99.9% | $12,309-100.0% |