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 | $11,375 | $202,318-94.4% | $172,739-93.4% | $152,861-92.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 25.06% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $912 | $5,856-84.4% | $5,143-82.3% | $4,762-80.8% |
| Participant deferral / active EE | $4,811 | $5,948-19.1% | $5,198-7.4% | $5,850-17.8% |
| Admin fee / account holder | $33 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |