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 | $10,857 | $49,227-77.9% | $70,449-84.6% | $79,858-86.4% |
| Participation rate | 20.8% | 69.2%-48.3pp | 75.1%-54.2pp | 69.6%-48.8pp |
| Annual return | 11.48% | 30.06%-18.6pp | 109.03%-97.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,155 | $2,768-58.3% | $3,709-68.9% | $3,740-69.1% |
| Admin fee / account holder | $111 | $2,878-96.1% | $3,845-97.1% | $5,306-97.9% |