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 | $9,674 | $85,766-88.7% | $136,294-92.9% | $70,131-86.2% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 27.34% | 31.45%-4.1pp | 5155.94%-5128.6pp | 73.14%-45.8pp |
| Employer contribution / active EE | $607 | $2,966-79.5% | $4,695-87.1% | $2,342-74.1% |
| Participant deferral / active EE | $2,537 | $5,051-49.8% | $6,247-59.4% | $3,332-23.9% |
| Admin fee / account holder | $106 | $5,420-98.0% | $9,243-98.9% | $4,645-97.7% |