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 | $5,092 | $90,503-94.4% | $78,689-93.5% | $273,961-98.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 11.60% | 75.60%-64.0pp | 62.18%-50.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $758 | $3,176-76.1% | $2,851-73.4% | $4,869-84.4% |
| Participant deferral / active EE | $1,094 | $3,901-72.0% | $3,517-68.9% | $5,287-79.3% |
| Admin fee / account holder | $1 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |