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 | $2,539 | $54,762-95.4% | $90,281-97.2% | $72,985-96.5% |
| Participation rate | 67.7% | 65.1%+2.6pp | 73.3%-5.5pp | 69.5%-1.7pp |
| Annual return | 31.54% | 30.63%+0.9pp | 78.10%-46.6pp | 81.00%-49.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $957 | $2,887-66.9% | $3,885-75.4% | $3,607-73.5% |
| Admin fee / account holder | $140 | $3,972-96.5% | $5,351-97.4% | $5,124-97.3% |