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 6-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 | $8,042 | $110,257-92.7% | $96,544-91.7% | $139,434-94.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 30.11% | 26.32%+3.8pp | 25.84%+4.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $611 | $3,620-83.1% | $2,965-79.4% | $4,751-87.1% |
| Participant deferral / active EE | $2,091 | $5,548-62.3% | $4,851-56.9% | $6,710-68.8% |
| Admin fee / account holder | $25 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |