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 | $14,373 | $110,257-87.0% | $96,544-85.1% | $139,434-89.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 37.12% | 26.32%+10.8pp | 25.84%+11.3pp | 372.94%-335.8pp |
| Employer contribution / active EE | $453 | $3,620-87.5% | $2,965-84.7% | $4,751-90.5% |
| Participant deferral / active EE | $3,773 | $5,548-32.0% | $4,851-22.2% | $6,710-43.8% |
| Admin fee / account holder | $103 | $11,591-99.1% | $8,252-98.8% | $11,403-99.1% |