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 | $9,847 | $113,339-91.3% | $94,993-89.6% | $147,584-93.3% |
| Participation rate | 28.6% | 78.0%-49.4pp | 73.9%-45.3pp | 82.8%-54.3pp |
| Annual return | 6.67% | 20.77%-14.1pp | 27.12%-20.5pp | 578.55%-571.9pp |
| Employer contribution / active EE | $704 | $3,160-77.7% | $2,603-73.0% | $4,876-85.6% |
| Participant deferral / active EE | $1,161 | $3,777-69.3% | $3,317-65.0% | $5,439-78.7% |
| Admin fee / account holder | $176 | $6,063-97.1% | $4,960-96.5% | $10,885-98.4% |