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 | $6,553 | $48,046-86.4% | $84,611-92.3% | $72,985-91.0% |
| Participation rate | 42.1% | 57.6%-15.5pp | 68.2%-26.1pp | 69.5%-27.4pp |
| Annual return | 27.70% | 37.38%-9.7pp | 258.74%-231.0pp | 81.00%-53.3pp |
| Employer contribution / active EE | $432 | $1,602-73.1% | $2,652-83.7% | $2,440-82.3% |
| Participant deferral / active EE | $879 | $2,680-67.2% | $3,899-77.5% | $3,607-75.6% |
| Admin fee / account holder | $181 | $3,395-94.7% | $4,912-96.3% | $5,124-96.5% |