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 | $18,894 | $89,355-78.9% | $141,162-86.6% | $72,985-74.1% |
| Participation rate | 52.7% | 75.1%-22.4pp | 82.5%-29.7pp | 69.5%-16.8pp |
| Annual return | 73.63% | 111.85%-38.2pp | 71.39%+2.2pp | 81.00%-7.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,933 | $5,418+28.0% | $6,709+3.3% | $3,607+92.2% |
| Admin fee / account holder | $63 | $5,958-98.9% | $10,261-99.4% | $5,124-98.8% |