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 | $17,133 | $153,311-88.8% | $109,313-84.3% | $273,961-93.7% |
| Participation rate | 25.0% | 80.1%-55.1pp | 71.3%-46.3pp | 83.0%-58.0pp |
| Annual return | 4.71% | 29.86%-25.1pp | 22.07%-17.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $697 | $5,619-87.6% | $3,892-82.1% | $4,869-85.7% |
| Participant deferral / active EE | $774 | $3,932-80.3% | $3,166-75.6% | $5,287-85.4% |
| Admin fee / account holder | $2 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |