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 | $9,741 | $99,020-90.2% | $86,590-88.8% | $147,584-93.4% |
| Participation rate | 21.7% | 76.3%-54.6pp | 73.5%-51.8pp | 82.8%-61.1pp |
| Annual return | 12.58% | 1312.34%-1299.8pp | 964.84%-952.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $772 | $3,972-80.6% | $3,609-78.6% | $5,439-85.8% |
| Admin fee / account holder | $274 | $5,710-95.2% | $4,906-94.4% | $10,885-97.5% |