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 | $9,120 | $102,966-91.1% | $90,281-89.9% | $152,861-94.0% |
| Participation rate | 12.5% | 75.9%-63.4pp | 73.3%-60.8pp | 82.4%-69.9pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $131 | $3,139-95.8% | $2,854-95.4% | $4,762-97.2% |
| Participant deferral / active EE | $952 | $4,281-77.8% | $3,885-75.5% | $5,850-83.7% |
| Admin fee / account holder | $5 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |