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 | $4,840 | $56,114-91.4% | $96,139-95.0% | $85,850-94.4% |
| Participation rate | 63.6% | 56.7%+6.9pp | 68.4%-4.8pp | 69.3%-5.7pp |
| Annual return | 14.54% | 42.30%-27.8pp | 191.94%-177.4pp | 318.53%-304.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,616 | $2,859-43.5% | $4,349-62.8% | $3,952-59.1% |
| Admin fee / account holder | $54 | $3,768-98.6% | $5,537-99.0% | $6,260-99.1% |