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 | $15,033 | $105,998-85.8% | $92,233-83.7% | $147,584-89.8% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 18.09% | 50.05%-32.0pp | 176.28%-158.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $336 | $4,333-92.2% | $3,679-90.9% | $4,876-93.1% |
| Participant deferral / active EE | $2,983 | $4,478-33.4% | $3,897-23.5% | $5,439-45.2% |
| Admin fee / account holder | $152 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |