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 3-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 | $9,524 | $106,515-91.1% | $96,683-90.1% | $139,434-93.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 28.94% | 38.43%-9.5pp | 35.69%-6.8pp | 372.94%-344.0pp |
| Employer contribution / active EE | $1,434 | $4,103-65.1% | $3,737-61.6% | $4,751-69.8% |
| Participant deferral / active EE | $1,780 | $5,454-67.4% | $4,878-63.5% | $6,710-73.5% |
| Admin fee / account holder | $10 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |