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 | $7,950 | $81,632-90.3% | $70,449-88.7% | $158,922-95.0% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 27.98% | 208.40%-180.4pp | 109.03%-81.0pp | 302.83%-274.8pp |
| Employer contribution / active EE | $1,420 | $3,217-55.9% | $2,737-48.1% | $4,761-70.2% |
| Participant deferral / active EE | $1,471 | $4,554-67.7% | $3,709-60.3% | $5,982-75.4% |
| Admin fee / account holder | $222 | $6,193-96.4% | $3,845-94.2% | $11,246-98.0% |