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 | $20,610 | $83,477-75.3% | $125,175-83.5% | $72,985-71.8% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.5%-4.0pp |
| Annual return | 28.96% | 25.78%+3.2pp | 43.79%-14.8pp | 81.00%-52.0pp |
| Employer contribution / active EE | $1,121 | $2,345-52.2% | $3,865-71.0% | $2,440-54.1% |
| Participant deferral / active EE | $2,309 | $3,585-35.6% | $4,937-53.2% | $3,607-36.0% |
| Admin fee / account holder | $142 | $5,517-97.4% | $9,702-98.5% | $5,124-97.2% |