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 | $5,438 | $99,341-94.5% | $84,750-93.6% | $273,961-98.0% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 13.23% | 22.93%-9.7pp | 22.78%-9.6pp | 41.45%-28.2pp |
| Employer contribution / active EE | $733 | $4,214-82.6% | $3,574-79.5% | $4,869-85.0% |
| Participant deferral / active EE | $1,305 | $4,269-69.4% | $3,712-64.8% | $5,287-75.3% |
| Admin fee / account holder | $226 | $6,644-96.6% | $5,332-95.8% | $10,132-97.8% |