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 4-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 | $2,370 | $80,717-97.1% | $154,803-98.5% | $84,808-97.2% |
| Participation rate | 69.2% | 66.8%+2.4pp | 78.1%-8.8pp | 68.3%+0.9pp |
| Annual return | 43.73% | 37.96%+5.8pp | 58.88%-15.1pp | 40.90%+2.8pp |
| Employer contribution / active EE | $231 | $2,761-91.6% | $4,305-94.6% | $2,631-91.2% |
| Participant deferral / active EE | $956 | $3,303-71.1% | $5,540-82.7% | $4,212-77.3% |
| Admin fee / account holder | $152 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |