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 3-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 | $7,539 | $48,795-84.5% | $65,493-88.5% | $84,808-91.1% |
| Participation rate | 64.9% | 67.0%-2.1pp | 73.1%-8.2pp | 68.3%-3.4pp |
| Annual return | 166.78% | 20.20%+146.6pp | 982.45%-815.7pp | 40.90%+125.9pp |
| Employer contribution / active EE | $218 | $1,930-88.7% | $2,574-91.5% | $2,631-91.7% |
| Participant deferral / active EE | $1,278 | $2,928-56.4% | $3,961-67.7% | $4,212-69.6% |
| Admin fee / account holder | $137 | $3,877-96.5% | $5,028-97.3% | $7,344-98.1% |