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 | $14,339 | $63,346-77.4% | $92,233-84.5% | $70,131-79.6% |
| Participation rate | 45.5% | 68.7%-23.2pp | 76.5%-31.0pp | 69.5%-24.1pp |
| Annual return | 20.91% | 530.12%-509.2pp | 176.28%-155.4pp | 73.14%-52.2pp |
| Employer contribution / active EE | $914 | $2,471-63.0% | $3,679-75.2% | $2,342-61.0% |
| Participant deferral / active EE | $1,243 | $2,854-56.4% | $3,897-68.1% | $3,332-62.7% |
| Admin fee / account holder | $242 | $3,840-93.7% | $5,194-95.3% | $4,645-94.8% |