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 | $25,320 | $72,492-65.1% | $87,100-70.9% | $72,985-65.3% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 138.57% | 24.46%+114.1pp | 28.19%+110.4pp | 81.00%+57.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,437 | $3,270+219.2% | $4,049+157.8% | $3,607+189.3% |
| Admin fee / account holder | $23 | $5,055-99.6% | $7,497-99.7% | $5,124-99.6% |