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 9-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 | $7,373 | $108,172-93.2% | $77,482-90.5% | $158,922-95.4% |
| Participation rate | 12.5% | 64.4%-51.9pp | 54.2%-41.7pp | 82.0%-69.5pp |
| Annual return | 19.16% | 31.67%-12.5pp | 54.79%-35.6pp | 302.83%-283.7pp |
| Employer contribution / active EE | $160 | $1,325-88.0% | $986-83.8% | $4,761-96.6% |
| Participant deferral / active EE | $206 | $2,456-91.6% | $1,861-88.9% | $5,982-96.6% |
| Admin fee / account holder | $56 | $3,708-98.5% | $2,858-98.0% | $11,246-99.5% |