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 9-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 | $16,924 | $63,861-73.5% | $104,607-83.8% | $79,858-78.8% |
| Participation rate | 33.3% | 64.9%-31.6pp | 74.1%-40.7pp | 69.6%-36.3pp |
| Annual return | 19.01% | 21.30%-2.3pp | 340.46%-321.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $181 | $1,588-88.6% | $2,681-93.3% | $2,471-92.7% |
| Participant deferral / active EE | $1,593 | $2,693-40.9% | $3,740-57.4% | $3,740-57.4% |
| Admin fee / account holder | $235 | $4,185-94.4% | $6,473-96.4% | $5,306-95.6% |