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 6-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 | $19,627 | $209,411-90.6% | $178,490-89.0% | $158,922-87.6% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 39.32% | 188.75%-149.4pp | 151.07%-111.8pp | 302.83%-263.5pp |
| Employer contribution / active EE | $997 | $5,706-82.5% | $5,011-80.1% | $4,761-79.1% |
| Participant deferral / active EE | $4,492 | $5,954-24.6% | $5,202-13.6% | $5,982-24.9% |
| Admin fee / account holder | $257 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |