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 | $11,381 | $135,952-91.6% | $123,892-90.8% | $273,961-95.8% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 6.57% | 56.63%-50.1pp | 47.52%-40.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,560 | $5,170-50.5% | $4,617-44.6% | $4,869-47.4% |
| Participant deferral / active EE | $3,750 | $6,343-40.9% | $5,984-37.3% | $5,287-29.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |