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 | $25,340 | $152,587-83.4% | $125,175-79.8% | $152,861-83.4% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.4%-49.1pp |
| Annual return | 26.77% | 54.84%-28.1pp | 43.79%-17.0pp | 345.32%-318.6pp |
| Employer contribution / active EE | $616 | $4,946-87.5% | $3,865-84.1% | $4,762-87.1% |
| Participant deferral / active EE | $2,798 | $5,868-52.3% | $4,937-43.3% | $5,850-52.2% |
| Admin fee / account holder | $51 | $13,434-99.6% | $9,702-99.5% | $11,596-99.6% |