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 | $7,884 | $104,907-92.5% | $84,611-90.7% | $152,861-94.8% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 26.32% | 373.79%-347.5pp | 258.74%-232.4pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,352 | $3,302-59.0% | $2,652-49.0% | $4,762-71.6% |
| Participant deferral / active EE | $1,690 | $4,688-63.9% | $3,899-56.6% | $5,850-71.1% |
| Admin fee / account holder | $86 | $6,241-98.6% | $4,912-98.3% | $11,596-99.3% |