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 | $17,891 | $99,652-82.0% | $78,778-77.3% | $147,584-87.9% |
| Participation rate | 30.4% | 76.2%-45.8pp | 69.2%-38.8pp | 82.8%-52.4pp |
| Annual return | 14.95% | 47.28%-32.3pp | 35.62%-20.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $840 | $3,664-77.1% | $2,958-71.6% | $5,439-84.6% |
| Admin fee / account holder | $245 | $7,155-96.6% | $5,134-95.2% | $10,885-97.8% |