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 | $12,806 | $209,411-93.9% | $178,490-92.8% | $158,922-91.9% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 14.11% | 188.75%-174.6pp | 151.07%-137.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $318 | $5,706-94.4% | $5,011-93.6% | $4,761-93.3% |
| Participant deferral / active EE | $3,285 | $5,954-44.8% | $5,202-36.8% | $5,982-45.1% |
| Admin fee / account holder | $69 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |