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 6-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 | $19,342 | $176,056-89.0% | $159,436-87.9% | $167,490-88.5% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.99% | 331.75%-313.8pp | 263.57%-245.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $470 | $5,297-91.1% | $4,829-90.3% | $4,837-90.3% |
| Participant deferral / active EE | $3,338 | $7,750-56.9% | $7,352-54.6% | $6,341-47.4% |
| Admin fee / account holder | $10 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |