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 | $22,907 | $198,466-88.5% | $170,442-86.6% | $147,584-84.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 31.01% | 257.29%-226.3pp | 205.93%-174.9pp | 578.55%-547.5pp |
| Employer contribution / active EE | $861 | $6,184-86.1% | $5,433-84.1% | $4,876-82.3% |
| Participant deferral / active EE | $4,014 | $5,629-28.7% | $4,939-18.7% | $5,439-26.2% |
| Admin fee / account holder | $233 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |