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 | $4,704 | $181,894-97.4% | $156,549-97.0% | $273,961-98.3% |
| Participation rate | 64.3% | 88.4%-24.1pp | 84.0%-19.7pp | 83.0%-18.7pp |
| Annual return | 39.62% | 30.74%+8.9pp | 32.23%+7.4pp | 41.45%-1.8pp |
| Employer contribution / active EE | $1,159 | $6,248-81.4% | $5,501-78.9% | $4,869-76.2% |
| Participant deferral / active EE | $2,425 | $5,550-56.3% | $4,871-50.2% | $5,287-54.1% |
| Admin fee / account holder | $98 | $15,559-99.4% | $13,027-99.2% | $10,132-99.0% |