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 | $8,237 | $90,320-90.9% | $59,496-86.2% | $125,391-93.4% |
| Participation rate | 33.3% | 68.3%-35.0pp | 54.6%-21.2pp | 83.2%-49.9pp |
| Annual return | -2.91% | 369.13%-372.0pp | 182.05%-185.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $115 | $1,792-93.6% | $1,153-90.0% | $4,866-97.6% |
| Participant deferral / active EE | $116 | $2,716-95.7% | $1,829-93.7% | $5,352-97.8% |
| Admin fee / account holder | $89 | $3,063-97.1% | $2,232-96.0% | $9,540-99.1% |