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 4-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 | $6,909 | $111,724-93.8% | $93,606-92.6% | $145,922-95.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 13.40% | 202.98%-189.6pp | 133.20%-119.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $515 | $3,090-83.3% | $2,420-78.7% | $4,660-88.9% |
| Participant deferral / active EE | $1,320 | $4,912-73.1% | $4,411-70.1% | $6,688-80.3% |
| Admin fee / account holder | $37 | $10,250-99.6% | $8,285-99.6% | $13,397-99.7% |