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 | $13,504 | $85,202-84.2% | $172,739-92.2% | $72,985-81.5% |
| Participation rate | 48.9% | 70.1%-21.1pp | 82.6%-33.7pp | 69.5%-20.6pp |
| Annual return | 24.44% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $938 | $3,324-71.8% | $5,143-81.8% | $2,440-61.6% |
| Participant deferral / active EE | $1,802 | $3,260-44.7% | $5,198-65.3% | $3,607-50.0% |
| Admin fee / account holder | $118 | $5,884-98.0% | $13,954-99.2% | $5,124-97.7% |