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 | $5,899 | $84,233-93.0% | $170,442-96.5% | $70,131-91.6% |
| Participation rate | 56.4% | 70.8%-14.4pp | 83.6%-27.2pp | 69.5%-13.1pp |
| Annual return | 24.22% | 23.06%+1.2pp | 205.93%-181.7pp | 73.14%-48.9pp |
| Employer contribution / active EE | $682 | $3,387-79.9% | $5,433-87.4% | $2,342-70.9% |
| Participant deferral / active EE | $872 | $3,086-71.7% | $4,939-82.3% | $3,332-73.8% |
| Admin fee / account holder | $274 | $5,698-95.2% | $13,880-98.0% | $4,645-94.1% |