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 | $13,614 | $53,127-74.4% | $86,590-84.3% | $70,131-80.6% |
| Participation rate | 20.4% | 65.3%-44.9pp | 73.5%-53.1pp | 69.5%-49.1pp |
| Annual return | 33.07% | 27.66%+5.4pp | 964.84%-931.8pp | 73.14%-40.1pp |
| Employer contribution / active EE | $562 | $2,068-72.8% | $2,839-80.2% | $2,342-76.0% |
| Participant deferral / active EE | $911 | $2,696-66.2% | $3,609-74.8% | $3,332-72.7% |
| Admin fee / account holder | $9 | $3,585-99.7% | $4,906-99.8% | $4,645-99.8% |