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.
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 | $11,161 | $97,757-88.6% | $83,848-86.7% | $135,375-91.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -8.78% | 1287.37%-1296.1pp | 850.88%-859.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $862 | $4,222-79.6% | $3,631-76.3% | $4,779-82.0% |
| Participant deferral / active EE | $1,353 | $4,682-71.1% | $4,082-66.9% | $5,609-75.9% |
| Admin fee / account holder | $124 | $6,674-98.1% | $5,478-97.7% | $10,827-98.9% |