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 | $11,226 | $53,127-78.9% | $86,590-87.0% | $70,131-84.0% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,063 | $2,068-48.6% | $2,839-62.6% | $2,342-54.6% |
| Participant deferral / active EE | $1,529 | $2,696-43.3% | $3,609-57.6% | $3,332-54.1% |
| Admin fee / account holder | $82 | $3,585-97.7% | $4,906-98.3% | $4,645-98.2% |