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 | $14,202 | $138,065-89.7% | $123,544-88.5% | $135,375-89.5% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -9.11% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,452 | $5,151-71.8% | $4,628-68.6% | $4,779-69.6% |
| Participant deferral / active EE | $3,551 | $6,799-47.8% | $6,426-44.7% | $5,609-36.7% |
| Admin fee / account holder | $65 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |