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 3-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 | $3,323 | $68,719-95.2% | $91,541-96.4% | $84,808-96.1% |
| Participation rate | 57.7% | 64.5%-6.8pp | 69.8%-12.1pp | 68.3%-10.6pp |
| Annual return | 19.34% | 19.12%+0.2pp | 20.50%-1.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,343 | $3,136-57.2% | $4,008-66.5% | $4,212-68.1% |
| Admin fee / account holder | $220 | $5,786-96.2% | $6,956-96.8% | $7,344-97.0% |