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 | $18,949 | $113,339-83.3% | $94,993-80.1% | $147,584-87.2% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 11.34% | 20.77%-9.4pp | 27.12%-15.8pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,015 | $3,160-67.9% | $2,603-61.0% | $4,876-79.2% |
| Participant deferral / active EE | $1,610 | $3,777-57.4% | $3,317-51.5% | $5,439-70.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |