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 | $22,815 | $209,411-89.1% | $178,490-87.2% | $158,922-85.6% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 30.99% | 188.75%-157.8pp | 151.07%-120.1pp | 302.83%-271.8pp |
| Employer contribution / active EE | $680 | $5,706-88.1% | $5,011-86.4% | $4,761-85.7% |
| Participant deferral / active EE | $8,625 | $5,954+44.9% | $5,202+65.8% | $5,982+44.2% |
| Admin fee / account holder | $131 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |