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 | $13,475 | $107,334-87.4% | $92,893-85.5% | $152,861-91.2% |
| Participation rate | 47.1% | 79.8%-32.7pp | 76.0%-28.9pp | 82.4%-35.4pp |
| Annual return | 26.76% | 145.58%-118.8pp | 109.41%-82.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $997 | $4,221-76.4% | $3,653-72.7% | $4,762-79.1% |
| Participant deferral / active EE | $2,311 | $4,845-52.3% | $4,236-45.4% | $5,850-60.5% |
| Admin fee / account holder | $49 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |