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 8-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 | $9,320 | $79,449-88.3% | $189,557-95.1% | $85,850-89.1% |
| Participation rate | 65.7% | 66.0%-0.3pp | 78.4%-12.7pp | 69.3%-3.6pp |
| Annual return | 11.76% | 18.45%-6.7pp | 64.17%-52.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $104 | $2,081-95.0% | $4,412-97.6% | $2,565-95.9% |
| Participant deferral / active EE | $1,587 | $4,051-60.8% | $6,174-74.3% | $3,952-59.9% |
| Admin fee / account holder | $194 | $5,377-96.4% | $9,807-98.0% | $6,260-96.9% |