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 | $13,996 | $211,958-93.4% | $169,463-91.7% | $135,375-89.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -7.20% | 3.26%-10.5pp | 1.83%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,655 | $5,120-67.7% | $4,159-60.2% | $4,779-65.4% |
| Participant deferral / active EE | $3,310 | $6,075-45.5% | $5,277-37.3% | $5,609-41.0% |
| Admin fee / account holder | $22 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |