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 4-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 | $12,164 | $118,450-89.7% | $98,439-87.6% | $139,434-91.3% |
| Participation rate | 54.5% | 77.4%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 23.75% | 18.94%+4.8pp | 21.16%+2.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $560 | $3,609-84.5% | $3,048-81.6% | $4,751-88.2% |
| Participant deferral / active EE | $3,673 | $5,392-31.9% | $4,738-22.5% | $6,710-45.3% |
| Admin fee / account holder | $147 | $14,026-99.0% | $8,948-98.4% | $11,403-98.7% |