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 | $10,541 | $215,361-95.1% | $171,082-93.8% | $273,961-96.2% |
| Participation rate | 41.2% | 82.0%-40.8pp | 76.7%-35.5pp | 83.0%-41.8pp |
| Annual return | 28.14% | 25.14%+3.0pp | 32.56%-4.4pp | 41.45%-13.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,623 | $5,543-52.7% | $4,797-45.3% | $5,287-50.4% |
| Admin fee / account holder | $49 | $10,846-99.6% | $8,520-99.4% | $10,132-99.5% |