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 | $8,807 | $102,616-91.4% | $81,983-89.3% | $158,922-94.5% |
| Participation rate | 36.4% | 75.5%-39.2pp | 69.2%-32.9pp | 82.0%-45.6pp |
| Annual return | 31.13% | 61.04%-29.9pp | 41.31%-10.2pp | 302.83%-271.7pp |
| Employer contribution / active EE | $981 | $3,240-69.7% | $2,498-60.7% | $4,761-79.4% |
| Participant deferral / active EE | $1,604 | $4,648-65.5% | $3,722-56.9% | $5,982-73.2% |
| Admin fee / account holder | $91 | $8,235-98.9% | $5,664-98.4% | $11,246-99.2% |