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 | $8,170 | $60,323-86.5% | $81,812-90.0% | $74,495-89.0% |
| Participation rate | 61.7% | 62.9%-1.1pp | 72.3%-10.6pp | 67.2%-5.5pp |
| Annual return | 18.42% | 16.90%+1.5pp | 773.79%-755.4pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $940 | $2,620-64.1% | $2,912-67.7% | $2,623-64.2% |
| Participant deferral / active EE | $942 | $3,387-72.2% | $4,319-78.2% | $4,346-78.3% |
| Admin fee / account holder | $182 | $1,486-87.8% | $7,386-97.5% | $1,942-90.7% |