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 | $15,361 | $112,096-86.3% | $95,952-84.0% | $158,922-90.3% |
| Participation rate | 63.6% | 79.0%-15.3pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 25.36% | 171.09%-145.7pp | 91.61%-66.2pp | 302.83%-277.5pp |
| Employer contribution / active EE | $2,052 | $3,198-35.8% | $2,541-19.2% | $4,761-56.9% |
| Participant deferral / active EE | $3,004 | $4,784-37.2% | $4,167-27.9% | $5,982-49.8% |
| Admin fee / account holder | $31 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |