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 | $7,864 | $96,484-91.8% | $75,886-89.6% | $152,861-94.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.4%-22.4pp |
| Annual return | 28.18% | 33.98%-5.8pp | 30.76%-2.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $785 | $3,309-76.3% | $2,500-68.6% | $4,762-83.5% |
| Participant deferral / active EE | $2,717 | $4,553-40.3% | $3,603-24.6% | $5,850-53.5% |
| Admin fee / account holder | $279 | $8,078-96.5% | $5,418-94.8% | $11,596-97.6% |