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 | $8,163 | $62,573-87.0% | $85,682-90.5% | $85,850-90.5% |
| Participation rate | 33.3% | 61.1%-27.8pp | 69.9%-36.5pp | 69.3%-36.0pp |
| Annual return | 22.10% | 23.77%-1.7pp | 21.49%+0.6pp | 318.53%-296.4pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,427 | $2,802-49.1% | $3,923-63.6% | $3,952-63.9% |
| Admin fee / account holder | $0 | $4,640-100.0% | $6,873-100.0% | $6,260-100.0% |