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 10-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 | $9,388 | $90,503-89.6% | $78,689-88.1% | $273,961-96.6% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 9.25% | 75.60%-66.4pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $312 | $3,176-90.2% | $2,851-89.1% | $4,869-93.6% |
| Participant deferral / active EE | $992 | $3,901-74.6% | $3,517-71.8% | $5,287-81.2% |
| Admin fee / account holder | $62 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |