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 | $12,402 | $150,440-91.8% | $136,294-90.9% | $147,584-91.6% |
| Participation rate | 69.6% | 84.4%-14.9pp | 81.9%-12.4pp | 82.8%-13.3pp |
| Annual return | 24.85% | 1049.08%-1024.2pp | 5155.94%-5131.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $777 | $5,256-85.2% | $4,695-83.5% | $4,876-84.1% |
| Participant deferral / active EE | $2,276 | $6,630-65.7% | $6,247-63.6% | $5,439-58.1% |
| Admin fee / account holder | $42 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |