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 8-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 | $19,046 | $202,318-90.6% | $172,739-89.0% | $152,861-87.5% |
| Participation rate | 31.6% | 87.1%-55.5pp | 82.6%-51.1pp | 82.4%-50.9pp |
| Annual return | 31.00% | 1029.65%-998.7pp | 802.84%-771.8pp | 345.32%-314.3pp |
| Employer contribution / active EE | $287 | $5,856-95.1% | $5,143-94.4% | $4,762-94.0% |
| Participant deferral / active EE | $3,349 | $5,948-43.7% | $5,198-35.6% | $5,850-42.8% |
| Admin fee / account holder | $44 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |