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 | $9,221 | $142,405-93.5% | $115,157-92.0% | $152,861-94.0% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 38.41% | 41.48%-3.1pp | 35.60%+2.8pp | 345.32%-306.9pp |
| Employer contribution / active EE | $1,780 | $4,010-55.6% | $3,179-44.0% | $4,762-62.6% |
| Participant deferral / active EE | $2,204 | $5,164-57.3% | $4,168-47.1% | $5,850-62.3% |
| Admin fee / account holder | $159 | $8,462-98.1% | $7,088-97.8% | $11,596-98.6% |