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 | $11,317 | $144,119-92.1% | $117,854-90.4% | $147,584-92.3% |
| Participation rate | 46.7% | 83.4%-36.8pp | 79.7%-33.0pp | 82.8%-36.2pp |
| Annual return | 21.43% | 531.15%-509.7pp | 335.08%-313.6pp | 578.55%-557.1pp |
| Employer contribution / active EE | $918 | $4,896-81.3% | $3,786-75.8% | $4,876-81.2% |
| Participant deferral / active EE | $1,748 | $5,316-67.1% | $4,482-61.0% | $5,439-67.9% |
| Admin fee / account holder | $72 | $10,886-99.3% | $8,020-99.1% | $10,885-99.3% |