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 | $11,117 | $78,672-85.9% | $109,143-89.8% | $85,850-87.1% |
| Participation rate | 29.4% | 68.3%-38.9pp | 75.9%-46.5pp | 69.3%-39.9pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $495 | $2,735-81.9% | $3,722-86.7% | $2,565-80.7% |
| Participant deferral / active EE | $2,708 | $3,467-21.9% | $4,653-41.8% | $3,952-31.5% |
| Admin fee / account holder | $14 | $5,469-99.7% | $6,752-99.8% | $6,260-99.8% |