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 7-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 | $19,109 | $227,553-91.6% | $189,557-89.9% | $167,490-88.6% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.4%-14.8pp | 82.1%-18.5pp |
| Annual return | 17.19% | 78.40%-61.2pp | 64.17%-47.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $295 | $5,316-94.5% | $4,412-93.3% | $4,837-93.9% |
| Participant deferral / active EE | $2,498 | $7,002-64.3% | $6,174-59.5% | $6,341-60.6% |
| Admin fee / account holder | $9 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |