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 | $13,507 | $53,127-74.6% | $86,590-84.4% | $70,131-80.7% |
| Participation rate | 67.1% | 65.3%+1.8pp | 73.5%-6.4pp | 69.5%-2.4pp |
| Annual return | 16.65% | 27.66%-11.0pp | 964.84%-948.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,139 | $2,696-57.8% | $3,609-68.4% | $3,332-65.8% |
| Admin fee / account holder | $243 | $3,585-93.2% | $4,906-95.0% | $4,645-94.8% |