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 | $6,335 | $37,426-83.1% | $77,482-91.8% | $79,858-92.1% |
| Participation rate | 11.9% | 41.5%-29.6pp | 54.2%-42.3pp | 69.6%-57.7pp |
| Annual return | 27.41% | 39.70%-12.3pp | 54.79%-27.4pp | 31.71%-4.3pp |
| Employer contribution / active EE | $30 | $637-95.3% | $986-97.0% | $2,471-98.8% |
| Participant deferral / active EE | $409 | $1,260-67.5% | $1,861-78.0% | $3,740-89.1% |
| Admin fee / account holder | $41 | $2,504-98.4% | $2,858-98.6% | $5,306-99.2% |