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 | $24,315 | $202,318-88.0% | $172,739-85.9% | $152,861-84.1% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.4%-29.1pp |
| Annual return | 28.38% | 1029.65%-1001.3pp | 802.84%-774.5pp | 345.32%-316.9pp |
| Employer contribution / active EE | $878 | $5,856-85.0% | $5,143-82.9% | $4,762-81.6% |
| Participant deferral / active EE | $3,532 | $5,948-40.6% | $5,198-32.0% | $5,850-39.6% |
| Admin fee / account holder | $87 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |