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 | $19,104 | $142,405-86.6% | $115,157-83.4% | $152,861-87.5% |
| Participation rate | 52.2% | 82.4%-30.2pp | 75.9%-23.7pp | 82.4%-30.3pp |
| Annual return | 63.89% | 41.48%+22.4pp | 35.60%+28.3pp | 345.32%-281.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,543 | $5,164-12.0% | $4,168+9.0% | $5,850-22.3% |
| Admin fee / account holder | $248 | $8,462-97.1% | $7,088-96.5% | $11,596-97.9% |