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 | $21,275 | $165,335-87.1% | $149,696-85.8% | $158,922-86.6% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 25.58% | 348.15%-322.6pp | 276.60%-251.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $946 | $5,103-81.5% | $4,644-79.6% | $4,761-80.1% |
| Participant deferral / active EE | $2,894 | $7,181-59.7% | $6,842-57.7% | $5,982-51.6% |
| Admin fee / account holder | $51 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |