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 | $7,215 | $100,901-92.8% | $75,670-90.5% | $147,584-95.1% |
| Participation rate | 54.5% | 77.1%-22.6pp | 72.3%-17.8pp | 82.8%-28.3pp |
| Annual return | 18.82% | 35.78%-17.0pp | 27.34%-8.5pp | 578.55%-559.7pp |
| Employer contribution / active EE | $729 | $3,253-77.6% | $2,352-69.0% | $4,876-85.0% |
| Participant deferral / active EE | $1,620 | $4,027-59.8% | $3,142-48.5% | $5,439-70.2% |
| Admin fee / account holder | $88 | $11,285-99.2% | $5,800-98.5% | $10,885-99.2% |