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 | $9,064 | $105,998-91.4% | $92,233-90.2% | $147,584-93.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 24.26% | 50.05%-25.8pp | 176.28%-152.0pp | 578.55%-554.3pp |
| Employer contribution / active EE | $471 | $4,333-89.1% | $3,679-87.2% | $4,876-90.3% |
| Participant deferral / active EE | $1,843 | $4,478-58.8% | $3,897-52.7% | $5,439-66.1% |
| Admin fee / account holder | $22 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |