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 | $4,734 | $39,122-87.9% | $57,179-91.7% | $62,891-92.5% |
| Participation rate | 42.4% | 70.5%-28.1pp | 75.3%-32.9pp | 69.3%-26.9pp |
| Annual return | 10.19% | 9.23%+1.0pp | 14.59%-4.4pp | 20.14%-9.9pp |
| Employer contribution / active EE | $260 | $1,874-86.1% | $2,682-90.3% | $2,281-88.6% |
| Participant deferral / active EE | $1,206 | $2,374-49.2% | $3,096-61.0% | $3,203-62.3% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |