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 | $3,302 | $84,696-96.1% | $75,696-95.6% | $167,490-98.0% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.8%-13.3pp | 82.1%-20.6pp |
| Annual return | 0.00% | 199.36%-199.4pp | 104.53%-104.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $186 | $3,230-94.2% | $2,743-93.2% | $4,837-96.2% |
| Participant deferral / active EE | $1,779 | $4,580-61.1% | $3,821-53.4% | $6,341-71.9% |
| Admin fee / account holder | $18 | $5,355-99.7% | $3,619-99.5% | $12,309-99.9% |