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 | $10,664 | $63,764-83.3% | $81,930-87.0% | $79,858-86.6% |
| Participation rate | 41.0% | 67.5%-26.5pp | 72.0%-31.0pp | 69.6%-28.6pp |
| Annual return | 36.94% | 22.66%+14.3pp | 29.49%+7.4pp | 31.71%+5.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,089 | $2,780-24.9% | $7,107-70.6% | $3,740-44.1% |
| Admin fee / account holder | $35 | $4,426-99.2% | $5,158-99.3% | $5,306-99.3% |