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 7-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 | $11,965 | $64,480-81.4% | $81,382-85.3% | $80,856-85.2% |
| Participation rate | 61.0% | 63.9%-2.9pp | 69.5%-8.5pp | 67.6%-6.7pp |
| Annual return | 24.74% | 16.34%+8.4pp | 24.73%0pp | 35.59%-10.9pp |
| Employer contribution / active EE | $543 | $1,978-72.6% | $2,463-78.0% | $2,755-80.3% |
| Participant deferral / active EE | $1,362 | $3,094-56.0% | $3,883-64.9% | $4,296-68.3% |
| Admin fee / account holder | $64 | $5,671-98.9% | $5,768-98.9% | $6,918-99.1% |