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 10-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 | $7,854 | $226,064-96.5% | $182,532-95.7% | $152,861-94.9% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.0%-16.4pp | 82.4%-20.9pp |
| Annual return | 27.73% | 192.51%-164.8pp | 148.54%-120.8pp | 345.32%-317.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,629 | $6,368-74.4% | $5,524-70.5% | $5,850-72.2% |
| Admin fee / account holder | $180 | $10,703-98.3% | $8,592-97.9% | $11,596-98.4% |