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 8-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 | $18,974 | $183,963-89.7% | $162,163-88.3% | $152,861-87.6% |
| Participation rate | 43.8% | 88.5%-44.8pp | 87.6%-43.8pp | 82.4%-38.7pp |
| Annual return | 23.42% | 150.76%-127.3pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $952 | $6,371-85.1% | $5,614-83.0% | $4,762-80.0% |
| Participant deferral / active EE | $4,829 | $8,034-39.9% | $7,298-33.8% | $5,850-17.5% |
| Admin fee / account holder | $13 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |