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 9-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 | $24,470 | $152,587-84.0% | $125,175-80.5% | $152,861-84.0% |
| Participation rate | 31.8% | 83.3%-51.5pp | 79.8%-48.0pp | 82.4%-50.6pp |
| Annual return | 27.31% | 54.84%-27.5pp | 43.79%-16.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,377 | $5,868-42.4% | $4,937-31.6% | $5,850-42.3% |
| Admin fee / account holder | $143 | $13,434-98.9% | $9,702-98.5% | $11,596-98.8% |