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 | $5,287 | $91,190-94.2% | $178,490-97.0% | $79,858-93.4% |
| Participation rate | 58.3% | 69.2%-10.9pp | 81.9%-23.6pp | 69.6%-11.3pp |
| Annual return | 48.17% | 24.19%+24.0pp | 151.07%-102.9pp | 31.71%+16.5pp |
| Employer contribution / active EE | $239 | $3,256-92.7% | $5,011-95.2% | $2,471-90.3% |
| Participant deferral / active EE | $1,561 | $3,236-51.8% | $5,202-70.0% | $3,740-58.3% |
| Admin fee / account holder | $33 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |