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 | $7,366 | $98,240-92.5% | $82,313-91.1% | $147,584-95.0% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 23.89% | 30.85%-7.0pp | 25.88%-2.0pp | 578.55%-554.7pp |
| Employer contribution / active EE | $689 | $3,192-78.4% | $2,428-71.6% | $4,876-85.9% |
| Participant deferral / active EE | $1,625 | $4,383-62.9% | $3,706-56.2% | $5,439-70.1% |
| Admin fee / account holder | $24 | $8,563-99.7% | $5,608-99.6% | $10,885-99.8% |