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 | $5,926 | $90,503-93.5% | $78,689-92.5% | $273,961-97.8% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 14.68% | 75.60%-60.9pp | 62.18%-47.5pp | 41.45%-26.8pp |
| Employer contribution / active EE | $1,268 | $3,176-60.1% | $2,851-55.5% | $4,869-74.0% |
| Participant deferral / active EE | $1,551 | $3,901-60.2% | $3,517-55.9% | $5,287-70.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |