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 | $21,678 | $165,335-86.9% | $149,696-85.5% | $158,922-86.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.42% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $601 | $5,103-88.2% | $4,644-87.1% | $4,761-87.4% |
| Participant deferral / active EE | $6,141 | $7,181-14.5% | $6,842-10.2% | $5,982+2.7% |
| Admin fee / account holder | $238 | $10,807-97.8% | $9,309-97.4% | $11,246-97.9% |