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 | $17,214 | $118,680-85.5% | $98,907-82.6% | $158,922-89.2% |
| Participation rate | 68.4% | 77.8%-9.4pp | 76.0%-7.6pp | 82.0%-13.5pp |
| Annual return | 11.29% | 372.35%-361.1pp | 196.43%-185.1pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,445 | $3,333-56.7% | $2,689-46.3% | $4,761-69.7% |
| Participant deferral / active EE | $1,620 | $5,088-68.2% | $4,244-61.8% | $5,982-72.9% |
| Admin fee / account holder | $117 | $10,131-98.8% | $6,642-98.2% | $11,246-99.0% |