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 | $3,029 | $100,773-97.0% | $88,946-96.6% | $142,382-97.9% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 23.54% | 70.18%-46.6pp | 57.82%-34.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $54 | $2,918-98.2% | $2,555-97.9% | $4,299-98.7% |
| Participant deferral / active EE | $979 | $5,230-81.3% | $4,581-78.6% | $6,507-84.9% |
| Admin fee / account holder | $30 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |