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 9-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 | $9,856 | $102,616-90.4% | $81,983-88.0% | $158,922-93.8% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.2%-13.7pp | 82.0%-26.4pp |
| Annual return | 17.39% | 61.04%-43.6pp | 41.31%-23.9pp | 302.83%-285.4pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,720 | $4,648-63.0% | $3,722-53.8% | $5,982-71.3% |
| Admin fee / account holder | $58 | $8,235-99.3% | $5,664-99.0% | $11,246-99.5% |