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 | $6,597 | $80,717-91.8% | $154,803-95.7% | $84,808-92.2% |
| Participation rate | 40.0% | 66.8%-26.8pp | 78.1%-38.1pp | 68.3%-28.3pp |
| Annual return | 17.71% | 37.96%-20.2pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $247 | $2,761-91.0% | $4,305-94.3% | $2,631-90.6% |
| Participant deferral / active EE | $1,042 | $3,303-68.4% | $5,540-81.2% | $4,212-75.2% |
| Admin fee / account holder | $55 | $6,746-99.2% | $14,329-99.6% | $7,344-99.3% |