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 10-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 | $22,177 | $135,952-83.7% | $123,892-82.1% | $273,961-91.9% |
| Participation rate | 47.6% | 84.1%-36.4pp | 81.4%-33.8pp | 83.0%-35.4pp |
| Annual return | 11.33% | 56.63%-45.3pp | 47.52%-36.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $763 | $5,170-85.2% | $4,617-83.5% | $4,869-84.3% |
| Participant deferral / active EE | $2,662 | $6,343-58.0% | $5,984-55.5% | $5,287-49.6% |
| Admin fee / account holder | $210 | $9,817-97.9% | $8,357-97.5% | $10,132-97.9% |