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 6-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 | $12,678 | $175,202-92.8% | $149,673-91.5% | $139,434-90.9% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 28.00% | 166.71%-138.7pp | 134.42%-106.4pp | 372.94%-344.9pp |
| Employer contribution / active EE | $1,027 | $5,474-81.2% | $4,818-78.7% | $4,751-78.4% |
| Participant deferral / active EE | $2,007 | $6,519-69.2% | $5,680-64.7% | $6,710-70.1% |
| Admin fee / account holder | $229 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |