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 | $13,789 | $53,127-74.0% | $86,590-84.1% | $70,131-80.3% |
| Participation rate | 63.0% | 65.3%-2.3pp | 73.5%-10.6pp | 69.5%-6.6pp |
| Annual return | 33.17% | 27.66%+5.5pp | 964.84%-931.7pp | 73.14%-40.0pp |
| Employer contribution / active EE | $1,480 | $2,068-28.5% | $2,839-47.9% | $2,342-36.8% |
| Participant deferral / active EE | $4,200 | $2,696+55.8% | $3,609+16.4% | $3,332+26.1% |
| Admin fee / account holder | $199 | $3,585-94.5% | $4,906-95.9% | $4,645-95.7% |