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 9-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 | $9,390 | $48,570-80.7% | $130,648-92.8% | $72,985-87.1% |
| Participation rate | 61.1% | 58.6%+2.5pp | 71.7%-10.6pp | 69.5%-8.4pp |
| Annual return | 33.08% | 38.63%-5.5pp | 1708.96%-1675.9pp | 81.00%-47.9pp |
| Employer contribution / active EE | $905 | $1,334-32.2% | $4,092-77.9% | $2,440-62.9% |
| Participant deferral / active EE | $2,704 | $2,384+13.4% | $3,603-24.9% | $3,607-25.0% |
| Admin fee / account holder | $282 | $3,549-92.0% | $5,464-94.8% | $5,124-94.5% |