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 | $4,911 | $158,398-96.9% | $126,539-96.1% | $142,382-96.6% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 21.65% | 593.76%-572.1pp | 425.95%-404.3pp | 217.08%-195.4pp |
| Employer contribution / active EE | $9 | $4,650-99.8% | $3,674-99.8% | $4,299-99.8% |
| Participant deferral / active EE | $920 | $4,767-80.7% | $4,083-77.5% | $6,507-85.9% |
| Admin fee / account holder | $35 | $6,918-99.5% | $6,065-99.4% | $12,624-99.7% |