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 9-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 | $20,835 | $183,963-88.7% | $162,163-87.2% | $152,861-86.4% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.6%-50.1pp | 82.4%-44.9pp |
| Annual return | 32.46% | 150.76%-118.3pp | 115.59%-83.1pp | 345.32%-312.9pp |
| Employer contribution / active EE | $1,047 | $6,371-83.6% | $5,614-81.3% | $4,762-78.0% |
| Participant deferral / active EE | $3,528 | $8,034-56.1% | $7,298-51.7% | $5,850-39.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |