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 | $11,832 | $117,381-89.9% | $99,443-88.1% | $152,861-92.3% |
| Participation rate | 46.2% | 77.5%-31.4pp | 73.8%-27.7pp | 82.4%-36.3pp |
| Annual return | 27.16% | 31.87%-4.7pp | 30.72%-3.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $986 | $3,013-67.3% | $2,540-61.2% | $4,762-79.3% |
| Participant deferral / active EE | $1,700 | $4,086-58.4% | $3,619-53.0% | $5,850-70.9% |
| Admin fee / account holder | $206 | $7,631-97.3% | $6,250-96.7% | $11,596-98.2% |