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 | $9,791 | $45,073-78.3% | $69,455-85.9% | $72,985-86.6% |
| Participation rate | 37.5% | 68.5%-31.0pp | 74.6%-37.1pp | 69.5%-32.0pp |
| Annual return | 30.09% | 22.65%+7.4pp | 28.97%+1.1pp | 81.00%-50.9pp |
| Employer contribution / active EE | $496 | $2,054-75.8% | $2,779-82.1% | $2,440-79.7% |
| Participant deferral / active EE | $915 | $2,602-64.8% | $3,535-74.1% | $3,607-74.6% |
| Admin fee / account holder | $2 | $3,056-99.9% | $3,839-100.0% | $5,124-100.0% |