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 | $4,849 | $78,694-93.8% | $67,652-92.8% | $125,391-96.1% |
| Participation rate | 30.8% | 78.8%-48.0pp | 75.7%-44.9pp | 83.2%-52.4pp |
| Annual return | -2.22% | 9.46%-11.7pp | 6625.04%-6627.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $745 | $3,044-75.5% | $2,266-67.1% | $4,866-84.7% |
| Participant deferral / active EE | $2,331 | $4,292-45.7% | $3,560-34.5% | $5,352-56.4% |
| Admin fee / account holder | $292 | $7,403-96.1% | $4,821-94.0% | $9,540-96.9% |