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 | $2,673 | $37,426-92.9% | $77,482-96.6% | $79,858-96.7% |
| Participation rate | 50.9% | 41.5%+9.4pp | 54.2%-3.2pp | 69.6%-18.7pp |
| Annual return | 30.84% | 39.70%-8.9pp | 54.79%-23.9pp | 31.71%-0.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $578 | $1,260-54.1% | $1,861-69.0% | $3,740-84.5% |
| Admin fee / account holder | $50 | $2,504-98.0% | $2,858-98.2% | $5,306-99.1% |