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 | $18,275 | $135,952-86.6% | $123,892-85.2% | $273,961-93.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 25.82% | 56.63%-30.8pp | 47.52%-21.7pp | 41.45%-15.6pp |
| Employer contribution / active EE | $3,297 | $5,170-36.2% | $4,617-28.6% | $4,869-32.3% |
| Participant deferral / active EE | $5,434 | $6,343-14.3% | $5,984-9.2% | $5,287+2.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |