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 7-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 | $5,777 | $78,672-92.7% | $109,143-94.7% | $85,850-93.3% |
| Participation rate | 47.5% | 68.3%-20.7pp | 75.9%-28.3pp | 69.3%-21.8pp |
| Annual return | 14.05% | 25.09%-11.0pp | 25.75%-11.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,824 | $3,467-47.4% | $4,653-60.8% | $3,952-53.8% |
| Admin fee / account holder | $252 | $5,469-95.4% | $6,752-96.3% | $6,260-96.0% |