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 | $29,654 | $183,963-83.9% | $162,163-81.7% | $152,861-80.6% |
| Participation rate | 41.7% | 88.5%-46.8pp | 87.6%-45.9pp | 82.4%-40.8pp |
| Annual return | 30.73% | 150.76%-120.0pp | 115.59%-84.9pp | 345.32%-314.6pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,507 | $8,034-43.9% | $7,298-38.2% | $5,850-23.0% |
| Admin fee / account holder | $54 | $13,121-99.6% | $10,843-99.5% | $11,596-99.5% |