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 | $5,028 | $110,257-95.4% | $96,544-94.8% | $139,434-96.4% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 53.11% | 26.32%+26.8pp | 25.84%+27.3pp | 372.94%-319.8pp |
| Employer contribution / active EE | $719 | $3,620-80.1% | $2,965-75.8% | $4,751-84.9% |
| Participant deferral / active EE | $1,739 | $5,548-68.7% | $4,851-64.2% | $6,710-74.1% |
| Admin fee / account holder | $22 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |