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 9-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 | $5,474 | $85,202-93.6% | $172,739-96.8% | $72,985-92.5% |
| Participation rate | 62.1% | 70.1%-8.0pp | 82.6%-20.6pp | 69.5%-7.4pp |
| Annual return | 34.30% | 27.32%+7.0pp | 802.84%-768.5pp | 81.00%-46.7pp |
| Employer contribution / active EE | $288 | $3,324-91.3% | $5,143-94.4% | $2,440-88.2% |
| Participant deferral / active EE | $1,058 | $3,260-67.6% | $5,198-79.7% | $3,607-70.7% |
| Admin fee / account holder | $132 | $5,884-97.8% | $13,954-99.1% | $5,124-97.4% |