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 | $8,402 | $99,079-91.5% | $77,999-89.2% | $273,961-96.9% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.5%-32.7pp | 83.0%-40.2pp |
| Annual return | 12.19% | 217.93%-205.7pp | 425.96%-413.8pp | 41.45%-29.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,436 | $4,306-20.2% | $3,497-1.7% | $5,287-35.0% |
| Admin fee / account holder | $119 | $8,954-98.7% | $5,480-97.8% | $10,132-98.8% |