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 | $13,472 | $66,124-79.6% | $90,404-85.1% | $73,488-81.7% |
| Participation rate | 51.8% | 69.7%-17.9pp | 72.7%-20.9pp | 70.7%-18.9pp |
| Annual return | 16.65% | 17.65%-1.0pp | 1293.02%-1276.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $940 | $2,346-60.0% | $3,262-71.2% | $2,270-58.6% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $251 | $396-36.6% | $5,611-95.5% | $513-51.0% |