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 | $5,010 | $85,202-94.1% | $172,739-97.1% | $72,985-93.1% |
| Participation rate | 59.6% | 70.1%-10.5pp | 82.6%-23.1pp | 69.5%-9.9pp |
| Annual return | 27.02% | 27.32%-0.3pp | 802.84%-775.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $113 | $3,324-96.6% | $5,143-97.8% | $2,440-95.4% |
| Participant deferral / active EE | $1,219 | $3,260-62.6% | $5,198-76.5% | $3,607-66.2% |
| Admin fee / account holder | $21 | $5,884-99.6% | $13,954-99.8% | $5,124-99.6% |