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 | $21,978 | $217,402-89.9% | $185,823-88.2% | $167,490-86.9% |
| Participation rate | 27.3% | 86.0%-58.8pp | 81.7%-54.4pp | 82.1%-54.8pp |
| Annual return | 41.46% | 148.36%-106.9pp | 122.05%-80.6pp | 478.56%-437.1pp |
| Employer contribution / active EE | $692 | $5,873-88.2% | $5,167-86.6% | $4,837-85.7% |
| Participant deferral / active EE | $2,705 | $6,356-57.4% | $5,568-51.4% | $6,341-57.3% |
| Admin fee / account holder | $108 | $19,811-99.5% | $16,237-99.3% | $12,309-99.1% |