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 | $9,849 | $115,770-91.5% | $101,248-90.3% | $158,922-93.8% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 16.82% | 56.14%-39.3pp | 46.47%-29.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $707 | $4,175-83.1% | $3,660-80.7% | $4,761-85.1% |
| Participant deferral / active EE | $1,710 | $4,957-65.5% | $4,370-60.9% | $5,982-71.4% |
| Admin fee / account holder | $133 | $7,245-98.2% | $5,945-97.8% | $11,246-98.8% |