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 | $11,767 | $197,591-94.0% | $177,821-93.4% | $158,922-92.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 59.19% | 58.76%+0.4pp | 48.32%+10.9pp | 302.83%-243.6pp |
| Employer contribution / active EE | $243 | $6,697-96.4% | $5,918-95.9% | $4,761-94.9% |
| Participant deferral / active EE | $5,318 | $8,405-36.7% | $7,714-31.1% | $5,982-11.1% |
| Admin fee / account holder | $16 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |