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 | $8,742 | $47,848-81.7% | $81,478-89.3% | $70,131-87.5% |
| Participation rate | 53.8% | 58.3%-4.4pp | 68.0%-14.1pp | 69.5%-15.7pp |
| Annual return | 38.85% | 27.25%+11.6pp | 38.78%+0.1pp | 73.14%-34.3pp |
| Employer contribution / active EE | $1,127 | $1,527-26.2% | $2,568-56.1% | $2,342-51.9% |
| Participant deferral / active EE | $1,958 | $2,453-20.2% | $3,537-44.6% | $3,332-41.2% |
| Admin fee / account holder | $113 | $3,145-96.4% | $4,561-97.5% | $4,645-97.6% |