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 6-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 | $10,374 | $70,669-85.3% | $169,368-93.9% | $75,163-86.2% |
| Participation rate | 57.9% | 64.8%-6.9pp | 77.1%-19.3pp | 67.2%-9.3pp |
| Annual return | 19.95% | 36.36%-16.4pp | 405.60%-385.7pp | 160.62%-140.7pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,932 | $4,311-55.2% | $6,221-68.9% | $4,125-53.2% |
| Admin fee / account holder | $151 | $5,402-97.2% | $9,003-98.3% | $5,651-97.3% |