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 | $7,258 | $165,912-95.6% | $122,332-94.1% | $147,584-95.1% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 12.68% | 34.55%-21.9pp | 30.27%-17.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,458 | $4,005-63.6% | $3,287-55.6% | $5,439-73.2% |
| Admin fee / account holder | $229 | $7,424-96.9% | $5,478-95.8% | $10,885-97.9% |