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 | $4,964 | $107,452-95.4% | $91,541-94.6% | $142,382-96.5% |
| Participation rate | 53.3% | 75.1%-21.7pp | 69.8%-16.4pp | 80.1%-26.8pp |
| Annual return | 87.56% | 22.06%+65.5pp | 20.50%+67.1pp | 217.08%-129.5pp |
| Employer contribution / active EE | $16 | $2,994-99.5% | $2,505-99.4% | $4,299-99.6% |
| Participant deferral / active EE | $2,384 | $4,754-49.8% | $4,008-40.5% | $6,507-63.4% |
| Admin fee / account holder | $1 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |