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 | $31,308 | $198,466-84.2% | $170,442-81.6% | $147,584-78.8% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 69.82% | 257.29%-187.5pp | 205.93%-136.1pp | 578.55%-508.7pp |
| Employer contribution / active EE | $848 | $6,184-86.3% | $5,433-84.4% | $4,876-82.6% |
| Participant deferral / active EE | $3,927 | $5,629-30.2% | $4,939-20.5% | $5,439-27.8% |
| Admin fee / account holder | $159 | $16,852-99.1% | $13,880-98.9% | $10,885-98.5% |