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 | $7,856 | $48,046-83.6% | $84,611-90.7% | $72,985-89.2% |
| Participation rate | 25.0% | 57.6%-32.6pp | 68.2%-43.2pp | 69.5%-44.5pp |
| Annual return | 28.99% | 37.38%-8.4pp | 258.74%-229.8pp | 81.00%-52.0pp |
| Employer contribution / active EE | $283 | $1,602-82.3% | $2,652-89.3% | $2,440-88.4% |
| Participant deferral / active EE | $1,292 | $2,680-51.8% | $3,899-66.9% | $3,607-64.2% |
| Admin fee / account holder | $99 | $3,395-97.1% | $4,912-98.0% | $5,124-98.1% |