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 7-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 | $10,331 | $152,587-93.2% | $125,175-91.7% | $152,861-93.2% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.4%-36.3pp |
| Annual return | 60.07% | 54.84%+5.2pp | 43.79%+16.3pp | 345.32%-285.2pp |
| Employer contribution / active EE | $480 | $4,946-90.3% | $3,865-87.6% | $4,762-89.9% |
| Participant deferral / active EE | $3,318 | $5,868-43.5% | $4,937-32.8% | $5,850-43.3% |
| Admin fee / account holder | $110 | $13,434-99.2% | $9,702-98.9% | $11,596-99.1% |