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 6-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 | $10,986 | $124,281-91.2% | $109,143-89.9% | $167,490-93.4% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 14.09% | 26.04%-11.9pp | 25.75%-11.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,217 | $4,207-71.1% | $3,722-67.3% | $4,837-74.9% |
| Participant deferral / active EE | $1,586 | $5,255-69.8% | $4,653-65.9% | $6,341-75.0% |
| Admin fee / account holder | $46 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |