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 5-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 | $2,557 | $58,208-95.6% | $81,812-96.9% | $80,856-96.8% |
| Participation rate | 66.7% | 63.4%+3.3pp | 72.3%-5.7pp | 67.6%-1.0pp |
| Annual return | 15.32% | 41.66%-26.3pp | 773.79%-758.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $224 | $2,340-90.4% | $2,912-92.3% | $2,755-91.9% |
| Participant deferral / active EE | $802 | $3,281-75.5% | $4,319-81.4% | $4,296-81.3% |
| Admin fee / account holder | $134 | $4,981-97.3% | $7,386-98.2% | $6,918-98.1% |