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 | $10,325 | $90,503-88.6% | $78,689-86.9% | $273,961-96.2% |
| Participation rate | 38.5% | 76.5%-38.1pp | 73.6%-35.1pp | 83.0%-44.6pp |
| Annual return | 9.16% | 75.60%-66.4pp | 62.18%-53.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $599 | $3,176-81.1% | $2,851-79.0% | $4,869-87.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |