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 | $8,606 | $69,518-87.6% | $59,878-85.6% | $135,375-93.6% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.7%-22.5pp | 82.6%-30.5pp |
| Annual return | -7.18% | 7.94%-15.1pp | 3.46%-10.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $637 | $3,235-80.3% | $2,722-76.6% | $4,779-86.7% |
| Participant deferral / active EE | $817 | $4,206-80.6% | $3,402-76.0% | $5,609-85.4% |
| Admin fee / account holder | $127 | $5,734-97.8% | $3,590-96.5% | $10,827-98.8% |