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 | $21,781 | $198,466-89.0% | $170,442-87.2% | $147,584-85.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 20.11% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,681 | $6,184-72.8% | $5,433-69.1% | $4,876-65.5% |
| Participant deferral / active EE | $2,813 | $5,629-50.0% | $4,939-43.0% | $5,439-48.3% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,880-99.8% | $10,885-99.8% |