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 5-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 | $17,802 | $81,460-78.1% | $103,333-82.8% | $80,856-78.0% |
| Participation rate | 30.4% | 66.8%-36.4pp | 74.5%-44.1pp | 67.6%-37.2pp |
| Annual return | 13.28% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $430 | $3,105-86.1% | $3,868-88.9% | $2,755-84.4% |
| Participant deferral / active EE | $1,750 | $3,869-54.8% | $5,057-65.4% | $4,296-59.3% |
| Admin fee / account holder | $168 | $6,566-97.4% | $8,355-98.0% | $6,918-97.6% |