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 | $19,518 | $118,680-83.6% | $98,907-80.3% | $158,922-87.7% |
| Participation rate | 46.2% | 77.8%-31.7pp | 76.0%-29.9pp | 82.0%-35.8pp |
| Annual return | 20.99% | 372.35%-351.4pp | 196.43%-175.4pp | 302.83%-281.8pp |
| Employer contribution / active EE | $246 | $3,333-92.6% | $2,689-90.9% | $4,761-94.8% |
| Participant deferral / active EE | $1,355 | $5,088-73.4% | $4,244-68.1% | $5,982-77.3% |
| Admin fee / account holder | $20 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |