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 | $9,388 | $106,890-91.2% | $84,015-88.8% | $152,861-93.9% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 26.77% | 104.99%-78.2pp | 71.31%-44.5pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,194 | $2,734-56.3% | $1,983-39.8% | $4,762-74.9% |
| Participant deferral / active EE | $2,120 | $4,011-47.1% | $3,239-34.5% | $5,850-63.8% |
| Admin fee / account holder | $75 | $8,285-99.1% | $6,101-98.8% | $11,596-99.4% |