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 7-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 | $9,218 | $56,114-83.6% | $96,139-90.4% | $85,850-89.3% |
| Participation rate | 16.1% | 56.7%-40.6pp | 68.4%-52.4pp | 69.3%-53.2pp |
| Annual return | 18.10% | 42.30%-24.2pp | 191.94%-173.8pp | 318.53%-300.4pp |
| Employer contribution / active EE | $372 | $1,620-77.0% | $2,797-86.7% | $2,565-85.5% |
| Participant deferral / active EE | $978 | $2,859-65.8% | $4,349-77.5% | $3,952-75.2% |
| Admin fee / account holder | $93 | $3,768-97.5% | $5,537-98.3% | $6,260-98.5% |