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 8-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 | $7,022 | $89,355-92.1% | $141,162-95.0% | $72,985-90.4% |
| Participation rate | 54.8% | 75.1%-20.3pp | 82.5%-27.6pp | 69.5%-14.6pp |
| Annual return | 113.23% | 111.85%+1.4pp | 71.39%+41.8pp | 81.00%+32.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,399 | $5,418-0.3% | $6,709-19.5% | $3,607+49.7% |
| Admin fee / account holder | $239 | $5,958-96.0% | $10,261-97.7% | $5,124-95.3% |