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 | $31,011 | $197,591-84.3% | $177,821-82.6% | $158,922-80.5% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 15.76% | 58.76%-43.0pp | 48.32%-32.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $910 | $6,697-86.4% | $5,918-84.6% | $4,761-80.9% |
| Participant deferral / active EE | $3,474 | $8,405-58.7% | $7,714-55.0% | $5,982-41.9% |
| Admin fee / account holder | $186 | $15,399-98.8% | $12,427-98.5% | $11,246-98.3% |