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 4-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 | $2,062 | $95,561-97.8% | $77,163-97.3% | $139,434-98.5% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 42.40% | 54.92%-12.5pp | 37.87%+4.5pp | 372.94%-330.5pp |
| Employer contribution / active EE | $287 | $3,147-90.9% | $2,535-88.7% | $4,751-94.0% |
| Participant deferral / active EE | $1,333 | $4,624-71.2% | $3,833-65.2% | $6,710-80.1% |
| Admin fee / account holder | $18 | $8,295-99.8% | $5,472-99.7% | $11,403-99.8% |