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 | $7,036 | $77,899-91.0% | $149,673-95.3% | $75,163-90.6% |
| Participation rate | 18.4% | 65.6%-47.2pp | 78.8%-60.3pp | 67.2%-48.8pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $342 | $3,137-89.1% | $4,818-92.9% | $2,670-87.2% |
| Participant deferral / active EE | $915 | $3,411-73.2% | $5,680-83.9% | $4,125-77.8% |
| Admin fee / account holder | $180 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |