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 | $17,300 | $65,365-73.5% | $92,893-81.4% | $72,985-76.3% |
| Participation rate | 43.8% | 68.3%-24.6pp | 76.0%-32.3pp | 69.5%-25.7pp |
| Annual return | 26.68% | 42.10%-15.4pp | 109.41%-82.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $736 | $2,594-71.6% | $3,653-79.9% | $2,440-69.8% |
| Participant deferral / active EE | $1,982 | $3,128-36.6% | $4,236-53.2% | $3,607-45.1% |
| Admin fee / account holder | $36 | $4,251-99.2% | $5,794-99.4% | $5,124-99.3% |