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 3-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 | $4,937 | $114,381-95.7% | $107,525-95.4% | $142,382-96.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 31.42% | 242.71%-211.3pp | 181.32%-149.9pp | 217.08%-185.7pp |
| Employer contribution / active EE | $373 | $4,015-90.7% | $3,754-90.1% | $4,299-91.3% |
| Participant deferral / active EE | $1,865 | $5,564-66.5% | $5,116-63.5% | $6,507-71.3% |
| Admin fee / account holder | $160 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |