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 | $7,004 | $185,200-96.2% | $142,863-95.1% | $167,490-95.8% |
| Participation rate | 57.1% | 78.4%-21.3pp | 71.9%-14.8pp | 82.1%-25.0pp |
| Annual return | 16.31% | 8555.70%-8539.4pp | 5637.54%-5621.2pp | 478.56%-462.3pp |
| Employer contribution / active EE | $374 | $5,604-93.3% | $4,144-91.0% | $4,837-92.3% |
| Participant deferral / active EE | $529 | $4,494-88.2% | $3,837-86.2% | $6,341-91.7% |
| Admin fee / account holder | $12 | $8,031-99.9% | $6,560-99.8% | $12,309-99.9% |