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 8-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 | $10,195 | $85,202-88.0% | $172,739-94.1% | $72,985-86.0% |
| Participation rate | 63.0% | 70.1%-7.0pp | 82.6%-19.6pp | 69.5%-6.4pp |
| Annual return | 28.75% | 27.32%+1.4pp | 802.84%-774.1pp | 81.00%-52.3pp |
| Employer contribution / active EE | $594 | $3,324-82.1% | $5,143-88.5% | $2,440-75.7% |
| Participant deferral / active EE | $1,858 | $3,260-43.0% | $5,198-64.3% | $3,607-48.5% |
| Admin fee / account holder | $296 | $5,884-95.0% | $13,954-97.9% | $5,124-94.2% |