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 | $20,392 | $112,096-81.8% | $95,952-78.7% | $158,922-87.2% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 21.16% | 171.09%-149.9pp | 91.61%-70.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $553 | $3,198-82.7% | $2,541-78.2% | $4,761-88.4% |
| Participant deferral / active EE | $3,094 | $4,784-35.3% | $4,167-25.7% | $5,982-48.3% |
| Admin fee / account holder | $14 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |