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 | $8,414 | $77,634-89.2% | $156,549-94.6% | $62,891-86.6% |
| Participation rate | 51.7% | 71.2%-19.5pp | 84.0%-32.3pp | 69.3%-17.6pp |
| Annual return | 33.58% | 50.32%-16.7pp | 32.23%+1.4pp | 20.14%+13.4pp |
| Employer contribution / active EE | $190 | $3,444-94.5% | $5,501-96.5% | $2,281-91.7% |
| Participant deferral / active EE | $1,248 | $3,045-59.0% | $4,871-74.4% | $3,203-61.0% |
| Admin fee / account holder | $77 | $5,561-98.6% | $13,027-99.4% | $4,296-98.2% |