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 | $3,556 | $104,907-96.6% | $84,611-95.8% | $152,861-97.7% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 16.08% | 373.79%-357.7pp | 258.74%-242.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,046 | $4,688-77.7% | $3,899-73.2% | $5,850-82.1% |
| Admin fee / account holder | $121 | $6,241-98.1% | $4,912-97.5% | $11,596-99.0% |