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 | $20,180 | $214,378-90.6% | $200,582-89.9% | $142,382-85.8% |
| Participation rate | 56.3% | 87.4%-31.2pp | 86.9%-30.6pp | 80.1%-23.9pp |
| Annual return | 26.04% | 46.41%-20.4pp | 42.33%-16.3pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,039 | $6,841-84.8% | $6,419-83.8% | $4,299-75.8% |
| Participant deferral / active EE | $4,551 | $9,865-53.9% | $9,331-51.2% | $6,507-30.1% |
| Admin fee / account holder | $168 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |