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 | $15,043 | $209,411-92.8% | $178,490-91.6% | $158,922-90.5% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 29.61% | 188.75%-159.1pp | 151.07%-121.5pp | 302.83%-273.2pp |
| Employer contribution / active EE | $909 | $5,706-84.1% | $5,011-81.9% | $4,761-80.9% |
| Participant deferral / active EE | $2,526 | $5,954-57.6% | $5,202-51.4% | $5,982-57.8% |
| Admin fee / account holder | $21 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |