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 | $20,513 | $144,119-85.8% | $117,854-82.6% | $147,584-86.1% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 24.03% | 531.15%-507.1pp | 335.08%-311.0pp | 578.55%-554.5pp |
| Employer contribution / active EE | $688 | $4,896-86.0% | $3,786-81.8% | $4,876-85.9% |
| Participant deferral / active EE | $2,767 | $5,316-48.0% | $4,482-38.3% | $5,439-49.1% |
| Admin fee / account holder | $238 | $10,886-97.8% | $8,020-97.0% | $10,885-97.8% |