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 | $29,354 | $209,411-86.0% | $178,490-83.6% | $158,922-81.5% |
| Participation rate | 53.8% | 86.3%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 8.45% | 188.75%-180.3pp | 151.07%-142.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,885 | $5,706-67.0% | $5,011-62.4% | $4,761-60.4% |
| Participant deferral / active EE | $3,374 | $5,954-43.3% | $5,202-35.1% | $5,982-43.6% |
| Admin fee / account holder | $255 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |