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 | $14,776 | $198,466-92.6% | $170,442-91.3% | $147,584-90.0% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 28.14% | 257.29%-229.2pp | 205.93%-177.8pp | 578.55%-550.4pp |
| Employer contribution / active EE | $1,494 | $6,184-75.8% | $5,433-72.5% | $4,876-69.4% |
| Participant deferral / active EE | $3,425 | $5,629-39.2% | $4,939-30.7% | $5,439-37.0% |
| Admin fee / account holder | $291 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |