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 | $3,102 | $118,427-97.4% | $66,042-95.3% | $142,382-97.8% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 18.58% | 35.57%-17.0pp | 52.11%-33.5pp | 217.08%-198.5pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $744 | $4,311-82.8% | $2,835-73.8% | $6,507-88.6% |
| Admin fee / account holder | $212 | $9,593-97.8% | $5,747-96.3% | $12,624-98.3% |