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 | $10,793 | $53,127-79.7% | $86,590-87.5% | $70,131-84.6% |
| Participation rate | 45.2% | 65.3%-20.1pp | 73.5%-28.4pp | 69.5%-24.4pp |
| Annual return | 22.50% | 27.66%-5.2pp | 964.84%-942.3pp | 73.14%-50.6pp |
| Employer contribution / active EE | $970 | $2,068-53.1% | $2,839-65.8% | $2,342-58.6% |
| Participant deferral / active EE | $1,984 | $2,696-26.4% | $3,609-45.0% | $3,332-40.4% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |