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 | $8,981 | $165,912-94.6% | $122,332-92.7% | $147,584-93.9% |
| Participation rate | 20.0% | 79.6%-59.6pp | 71.6%-51.6pp | 82.8%-62.8pp |
| Annual return | 11.06% | 34.55%-23.5pp | 30.27%-19.2pp | 578.55%-567.5pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,048 | $4,005-73.8% | $3,287-68.1% | $5,439-80.7% |
| Admin fee / account holder | $50 | $7,424-99.3% | $5,478-99.1% | $10,885-99.5% |