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 8-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 | $10,592 | $118,849-91.1% | $96,562-89.0% | $167,490-93.7% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 18.01% | 50.49%-32.5pp | 37.78%-19.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $980 | $3,120-68.6% | $2,356-58.4% | $4,837-79.7% |
| Participant deferral / active EE | $1,822 | $4,616-60.5% | $3,849-52.7% | $6,341-71.3% |
| Admin fee / account holder | $100 | $8,065-98.8% | $6,181-98.4% | $12,309-99.2% |