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 7-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 | $25,671 | $209,411-87.7% | $178,490-85.6% | $158,922-83.8% |
| Participation rate | 55.0% | 86.3%-31.3pp | 81.9%-26.9pp | 82.0%-27.0pp |
| Annual return | 512.39% | 188.75%+323.6pp | 151.07%+361.3pp | 302.83%+209.6pp |
| Employer contribution / active EE | $1,006 | $5,706-82.4% | $5,011-79.9% | $4,761-78.9% |
| Participant deferral / active EE | $2,832 | $5,954-52.4% | $5,202-45.5% | $5,982-52.7% |
| Admin fee / account holder | $93 | $17,074-99.5% | $13,984-99.3% | $11,246-99.2% |