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 | $6,990 | $92,703-92.5% | $82,719-91.5% | $134,475-94.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -18.69% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $838 | $3,274-74.4% | $3,009-72.1% | $4,740-82.3% |
| Participant deferral / active EE | $2,051 | $4,802-57.3% | $4,395-53.3% | $6,400-68.0% |
| Admin fee / account holder | $120 | $5,983-98.0% | $5,329-97.7% | $11,426-98.9% |