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 | $17,292 | $54,541-68.3% | $78,778-78.0% | $70,131-75.3% |
| Participation rate | 68.1% | 60.8%+7.3pp | 69.2%-1.1pp | 69.5%-1.5pp |
| Annual return | 30.59% | 21.07%+9.5pp | 35.62%-5.0pp | 73.14%-42.6pp |
| Employer contribution / active EE | $1,650 | $1,089+51.6% | $1,986-16.9% | $2,342-29.6% |
| Participant deferral / active EE | $3,572 | $2,210+61.6% | $2,958+20.8% | $3,332+7.2% |
| Admin fee / account holder | $237 | $3,709-93.6% | $5,134-95.4% | $4,645-94.9% |