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 7-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.
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 | $22,000 | $99,985-78.0% | $146,665-85.0% | $85,850-74.4% |
| Participation rate | 40.6% | 73.1%-32.4pp | 80.1%-39.4pp | 69.3%-28.7pp |
| Annual return | 12.56% | 18.93%-6.4pp | 22.74%-10.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,182 | $2,559-53.8% | $4,136-71.4% | $2,565-53.9% |
| Participant deferral / active EE | $3,307 | $4,006-17.5% | $5,506-39.9% | $3,952-16.3% |
| Admin fee / account holder | $96 | $7,702-98.8% | $10,280-99.1% | $6,260-98.5% |