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 | $6,816 | $49,791-86.3% | $78,210-91.3% | $70,131-90.3% |
| Participation rate | 44.8% | 62.3%-17.5pp | 68.7%-23.9pp | 69.5%-24.7pp |
| Annual return | 19.78% | 20.75%-1.0pp | 40.90%-21.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $212 | $1,430-85.2% | $2,034-89.6% | $2,342-91.0% |
| Participant deferral / active EE | $984 | $2,150-54.2% | $2,823-65.1% | $3,332-70.5% |
| Admin fee / account holder | $267 | $3,181-91.6% | $3,758-92.9% | $4,645-94.3% |