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 | $29,868 | $198,466-85.0% | $170,442-82.5% | $147,584-79.8% |
| Participation rate | 12.5% | 88.0%-75.5pp | 83.6%-71.1pp | 82.8%-70.3pp |
| Annual return | 23.69% | 257.29%-233.6pp | 205.93%-182.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $294 | $6,184-95.3% | $5,433-94.6% | $4,876-94.0% |
| Participant deferral / active EE | $2,274 | $5,629-59.6% | $4,939-54.0% | $5,439-58.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |