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 | $8,560 | $45,035-81.0% | $62,995-86.4% | $70,131-87.8% |
| Participation rate | 36.4% | 69.5%-33.2pp | 74.8%-38.4pp | 69.5%-33.2pp |
| Annual return | 24.26% | 18.76%+5.5pp | 87.57%-63.3pp | 73.14%-48.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,086 | $2,465-56.0% | $3,329-67.4% | $3,332-67.4% |
| Admin fee / account holder | $49 | $2,834-98.3% | $3,600-98.7% | $4,645-99.0% |