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 9-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 | $7,063 | $138,065-94.9% | $123,544-94.3% | $135,375-94.8% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | 69.80% | 153.68%-83.9pp | 119.20%-49.4pp | 519.73%-449.9pp |
| Employer contribution / active EE | $298 | $5,151-94.2% | $4,628-93.6% | $4,779-93.8% |
| Participant deferral / active EE | $3,637 | $6,799-46.5% | $6,426-43.4% | $5,609-35.2% |
| Admin fee / account holder | $61 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |