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 4-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 | $13,717 | $118,450-88.4% | $98,439-86.1% | $139,434-90.2% |
| Participation rate | 50.0% | 77.4%-27.4pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 28.69% | 18.94%+9.8pp | 21.16%+7.5pp | 372.94%-344.3pp |
| Employer contribution / active EE | $328 | $3,609-90.9% | $3,048-89.2% | $4,751-93.1% |
| Participant deferral / active EE | $3,875 | $5,392-28.1% | $4,738-18.2% | $6,710-42.3% |
| Admin fee / account holder | $142 | $14,026-99.0% | $8,948-98.4% | $11,403-98.8% |