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 8-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 | $7,492 | $142,405-94.7% | $115,157-93.5% | $152,861-95.1% |
| Participation rate | 41.7% | 82.4%-40.7pp | 75.9%-34.2pp | 82.4%-40.8pp |
| Annual return | 48.14% | 41.48%+6.7pp | 35.60%+12.5pp | 345.32%-297.2pp |
| Employer contribution / active EE | $784 | $4,010-80.5% | $3,179-75.3% | $4,762-83.5% |
| Participant deferral / active EE | $1,965 | $5,164-61.9% | $4,168-52.9% | $5,850-66.4% |
| Admin fee / account holder | $20 | $8,462-99.8% | $7,088-99.7% | $11,596-99.8% |