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 | $16,727 | $65,561-74.5% | $86,188-80.6% | $75,163-77.7% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.0%-11.8pp | 67.2%-10.0pp |
| Annual return | 17.41% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $456 | $1,553-70.6% | $2,380-80.8% | $2,670-82.9% |
| Participant deferral / active EE | $1,738 | $3,024-42.5% | $3,985-56.4% | $4,125-57.9% |
| Admin fee / account holder | $94 | $5,474-98.3% | $6,852-98.6% | $5,651-98.3% |