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 | $15,370 | $98,240-84.4% | $82,313-81.3% | $147,584-89.6% |
| Participation rate | 63.2% | 79.7%-16.6pp | 76.9%-13.7pp | 82.8%-19.7pp |
| Annual return | 17.39% | 30.85%-13.5pp | 25.88%-8.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,203 | $3,192-62.3% | $2,428-50.5% | $4,876-75.3% |
| Participant deferral / active EE | $1,955 | $4,383-55.4% | $3,706-47.2% | $5,439-64.1% |
| Admin fee / account holder | $272 | $8,563-96.8% | $5,608-95.1% | $10,885-97.5% |