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 7-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 | $2,521 | $95,862-97.4% | $79,550-96.8% | $134,475-98.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -15.26% | -2.69%-12.6pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $528 | $3,128-83.1% | $2,413-78.1% | $4,740-88.9% |
| Participant deferral / active EE | $1,146 | $4,693-75.6% | $3,985-71.3% | $6,400-82.1% |
| Admin fee / account holder | $36 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |