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 | $12,927 | $85,202-84.8% | $172,739-92.5% | $72,985-82.3% |
| Participation rate | 58.9% | 70.1%-11.1pp | 82.6%-23.7pp | 69.5%-10.6pp |
| Annual return | 27.86% | 27.32%+0.5pp | 802.84%-775.0pp | 81.00%-53.1pp |
| Employer contribution / active EE | $395 | $3,324-88.1% | $5,143-92.3% | $2,440-83.8% |
| Participant deferral / active EE | $1,070 | $3,260-67.2% | $5,198-79.4% | $3,607-70.3% |
| Admin fee / account holder | $282 | $5,884-95.2% | $13,954-98.0% | $5,124-94.5% |