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 8-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 | $11,195 | $78,672-85.8% | $109,143-89.7% | $85,850-87.0% |
| Participation rate | 68.4% | 68.3%+0.1pp | 75.9%-7.5pp | 69.3%-0.9pp |
| Annual return | 19.95% | 25.09%-5.1pp | 25.75%-5.8pp | 318.53%-298.6pp |
| Employer contribution / active EE | $1,053 | $2,735-61.5% | $3,722-71.7% | $2,565-58.9% |
| Participant deferral / active EE | $2,703 | $3,467-22.1% | $4,653-41.9% | $3,952-31.6% |
| Admin fee / account holder | $94 | $5,469-98.3% | $6,752-98.6% | $6,260-98.5% |