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 | $9,651 | $73,515-86.9% | $62,995-84.7% | $147,584-93.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 35.71% | 175.43%-139.7pp | 87.57%-51.9pp | 578.55%-542.8pp |
| Employer contribution / active EE | $437 | $3,320-86.8% | $2,759-84.2% | $4,876-91.0% |
| Participant deferral / active EE | $2,749 | $4,185-34.3% | $3,329-17.4% | $5,439-49.5% |
| Admin fee / account holder | $93 | $5,953-98.4% | $3,600-97.4% | $10,885-99.2% |