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 10-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 | $13,026 | $153,772-91.5% | $133,980-90.3% | $273,961-95.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.74% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.7pp |
| Employer contribution / active EE | $512 | $6,029-91.5% | $5,211-90.2% | $4,869-89.5% |
| Participant deferral / active EE | $2,617 | $6,958-62.4% | $6,282-58.3% | $5,287-50.5% |
| Admin fee / account holder | $144 | $11,765-98.8% | $9,324-98.5% | $10,132-98.6% |