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 | $9,348 | $45,073-79.3% | $69,455-86.5% | $72,985-87.2% |
| Participation rate | 68.4% | 68.5%-0.1pp | 74.6%-6.2pp | 69.5%-1.1pp |
| Annual return | 26.62% | 22.65%+4.0pp | 28.97%-2.4pp | 81.00%-54.4pp |
| Employer contribution / active EE | $871 | $2,054-57.6% | $2,779-68.6% | $2,440-64.3% |
| Participant deferral / active EE | $1,537 | $2,602-40.9% | $3,535-56.5% | $3,607-57.4% |
| Admin fee / account holder | $105 | $3,056-96.6% | $3,839-97.3% | $5,124-97.9% |