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 | $11,373 | $228,332-95.0% | $185,823-93.9% | $158,922-92.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 12.18% | 40.80%-28.6pp | 35.95%-23.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,417 | $4,967-51.3% | $4,087-40.9% | $4,761-49.2% |
| Participant deferral / active EE | $4,144 | $6,415-35.4% | $5,632-26.4% | $5,982-30.7% |
| Admin fee / account holder | $1 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |