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 | $16,986 | $104,251-83.7% | $91,001-81.3% | $147,584-88.5% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 19.39% | 27.06%-7.7pp | 4.60%+14.8pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,906 | $3,116-38.8% | $2,456-22.4% | $4,876-60.9% |
| Participant deferral / active EE | $2,227 | $4,195-46.9% | $3,547-37.2% | $5,439-59.0% |
| Admin fee / account holder | $125 | $8,948-98.6% | $5,417-97.7% | $10,885-98.8% |