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 | $11,563 | $127,100-90.9% | $105,738-89.1% | $135,375-91.5% |
| Participation rate | 44.4% | 82.7%-38.3pp | 76.3%-31.9pp | 82.6%-38.2pp |
| Annual return | 13.45% | 4.49%+9.0pp | 6.27%+7.2pp | 519.73%-506.3pp |
| Employer contribution / active EE | $1,795 | $4,107-56.3% | $3,268-45.1% | $4,779-62.4% |
| Participant deferral / active EE | $3,795 | $5,064-25.1% | $4,080-7.0% | $5,609-32.3% |
| Admin fee / account holder | $43 | $9,087-99.5% | $6,913-99.4% | $10,827-99.6% |