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 3-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 | $8,621 | $117,983-92.7% | $101,794-91.5% | $142,382-93.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 29.64% | 36.92%-7.3pp | 30.53%-0.9pp | 217.08%-187.4pp |
| Employer contribution / active EE | $464 | $2,773-83.3% | $2,289-79.7% | $4,299-89.2% |
| Participant deferral / active EE | $2,502 | $4,714-46.9% | $4,084-38.7% | $6,507-61.6% |
| Admin fee / account holder | $55 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |