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 | $9,050 | $163,101-94.5% | $136,749-93.4% | $142,382-93.6% |
| Participation rate | 53.8% | 78.2%-24.4pp | 72.1%-18.3pp | 80.1%-26.3pp |
| Annual return | 21.55% | 27.54%-6.0pp | 24.33%-2.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $200 | $4,117-95.1% | $3,400-94.1% | $4,299-95.4% |
| Participant deferral / active EE | $1,397 | $5,585-75.0% | $4,692-70.2% | $6,507-78.5% |
| Admin fee / account holder | $52 | $14,318-99.6% | $11,386-99.5% | $12,624-99.6% |