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 4-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 | $1,434 | $54,705-97.4% | $71,209-98.0% | $84,808-98.3% |
| Participation rate | 53.4% | 64.1%-10.7pp | 73.8%-20.3pp | 68.3%-14.9pp |
| Annual return | 81.11% | 35.90%+45.2pp | 282.51%-201.4pp | 40.90%+40.2pp |
| Employer contribution / active EE | $173 | $2,158-92.0% | $2,721-93.6% | $2,631-93.4% |
| Participant deferral / active EE | $624 | $3,030-79.4% | $4,175-85.1% | $4,212-85.2% |
| Admin fee / account holder | $289 | $4,863-94.1% | $5,349-94.6% | $7,344-96.1% |