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 9-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 | $18,624 | $228,332-91.8% | $185,823-90.0% | $158,922-88.3% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 21.60% | 40.80%-19.2pp | 35.95%-14.3pp | 302.83%-281.2pp |
| Employer contribution / active EE | $78 | $4,967-98.4% | $4,087-98.1% | $4,761-98.4% |
| Participant deferral / active EE | $1,945 | $6,415-69.7% | $5,632-65.5% | $5,982-67.5% |
| Admin fee / account holder | $18 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |