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 | $19,372 | $165,335-88.3% | $149,696-87.1% | $158,922-87.8% |
| Participation rate | 56.5% | 84.6%-28.0pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 21.74% | 348.15%-326.4pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $413 | $5,103-91.9% | $4,644-91.1% | $4,761-91.3% |
| Participant deferral / active EE | $4,652 | $7,181-35.2% | $6,842-32.0% | $5,982-22.2% |
| Admin fee / account holder | $197 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |