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 10-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 | $3,486 | $48,076-92.7% | $78,689-95.6% | $62,891-94.5% |
| Participation rate | 38.6% | 65.2%-26.6pp | 73.6%-35.0pp | 69.3%-30.7pp |
| Annual return | 4.62% | 31.35%-26.7pp | 62.18%-57.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | -$48 | $2,015-102.4% | $2,851-101.7% | $2,281-102.1% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9 | $3,207-99.7% | $4,510-99.8% | $4,296-99.8% |