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 6-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 | $10,109 | $176,056-94.3% | $159,436-93.7% | $167,490-94.0% |
| Participation rate | 43.8% | 84.9%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 24.33% | 331.75%-307.4pp | 263.57%-239.2pp | 478.56%-454.2pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,610 | $7,750-53.4% | $7,352-50.9% | $6,341-43.1% |
| Admin fee / account holder | $126 | $12,554-99.0% | $10,799-98.8% | $12,309-99.0% |