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 | $20,858 | $54,541-61.8% | $78,778-73.5% | $70,131-70.3% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 16.53% | 21.07%-4.5pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $729 | $1,089-33.0% | $1,986-63.3% | $2,342-68.9% |
| Participant deferral / active EE | $1,652 | $2,210-25.3% | $2,958-44.2% | $3,332-50.4% |
| Admin fee / account holder | $214 | $3,709-94.2% | $5,134-95.8% | $4,645-95.4% |