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 | $5,882 | $53,127-88.9% | $86,590-93.2% | $70,131-91.6% |
| Participation rate | 36.7% | 65.3%-28.6pp | 73.5%-36.8pp | 69.5%-32.8pp |
| Annual return | 23.10% | 27.66%-4.6pp | 964.84%-941.7pp | 73.14%-50.0pp |
| Employer contribution / active EE | $79 | $2,068-96.2% | $2,839-97.2% | $2,342-96.6% |
| Participant deferral / active EE | $783 | $2,696-70.9% | $3,609-78.3% | $3,332-76.5% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |