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 | $19,495 | $56,629-65.6% | $77,999-75.0% | $55,167-64.7% |
| Participation rate | 40.2% | 73.3%-33.1pp | 75.5%-35.4pp | 69.0%-28.8pp |
| Annual return | 66.43% | 2866.98%-2800.6pp | 425.96%-359.5pp | 169.23%-102.8pp |
| Employer contribution / active EE | $328 | $1,723-80.9% | $2,470-86.7% | $1,963-83.3% |
| Participant deferral / active EE | $1,647 | $2,777-40.7% | $3,497-52.9% | $3,054-46.1% |
| Admin fee / account holder | $211 | $467-54.9% | $5,480-96.2% | $504-58.2% |