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 | $21,364 | $165,984-87.1% | $164,813-87.0% | $145,922-85.4% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 41.46% | 100.03%-58.6pp | 69.93%-28.5pp | 561.29%-519.8pp |
| Employer contribution / active EE | $801 | $5,273-84.8% | $4,341-81.5% | $4,660-82.8% |
| Participant deferral / active EE | $3,407 | $6,959-51.0% | $6,031-43.5% | $6,688-49.1% |
| Admin fee / account holder | $207 | $16,648-98.8% | $12,690-98.4% | $13,397-98.5% |