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 | $21,045 | $165,335-87.3% | $149,696-85.9% | $158,922-86.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 55.42% | 348.15%-292.7pp | 276.60%-221.2pp | 302.83%-247.4pp |
| Employer contribution / active EE | $878 | $5,103-82.8% | $4,644-81.1% | $4,761-81.6% |
| Participant deferral / active EE | $4,049 | $7,181-43.6% | $6,842-40.8% | $5,982-32.3% |
| Admin fee / account holder | $149 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |