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 3-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 | $5,310 | $111,754-95.2% | $103,333-94.9% | $145,922-96.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 17.14% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $436 | $4,212-89.6% | $3,868-88.7% | $4,660-90.6% |
| Participant deferral / active EE | $2,041 | $5,619-63.7% | $5,057-59.6% | $6,688-69.5% |
| Admin fee / account holder | $52 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |