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 | $17,394 | $58,694-70.4% | $142,863-87.8% | $85,850-79.7% |
| Participation rate | 50.7% | 58.5%-7.8pp | 71.9%-21.2pp | 69.3%-18.6pp |
| Annual return | 15.39% | 27.72%-12.3pp | 5637.54%-5622.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $122 | $1,423-91.4% | $4,144-97.0% | $2,565-95.2% |
| Participant deferral / active EE | $2,067 | $2,607-20.7% | $3,837-46.1% | $3,952-47.7% |
| Admin fee / account holder | $224 | $4,239-94.7% | $6,560-96.6% | $6,260-96.4% |