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 | $11,668 | $107,334-89.1% | $92,893-87.4% | $152,861-92.4% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 66.37% | 145.58%-79.2pp | 109.41%-43.0pp | 345.32%-278.9pp |
| Employer contribution / active EE | $360 | $4,221-91.5% | $3,653-90.1% | $4,762-92.4% |
| Participant deferral / active EE | $1,800 | $4,845-62.8% | $4,236-57.5% | $5,850-69.2% |
| Admin fee / account holder | $75 | $7,079-98.9% | $5,794-98.7% | $11,596-99.4% |