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 | $9,109 | $177,572-94.9% | $154,803-94.1% | $142,382-93.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 70.68% | 65.07%+5.6pp | 58.88%+11.8pp | 217.08%-146.4pp |
| Employer contribution / active EE | $916 | $4,810-81.0% | $4,305-78.7% | $4,299-78.7% |
| Participant deferral / active EE | $3,449 | $6,272-45.0% | $5,540-37.8% | $6,507-47.0% |
| Admin fee / account holder | $286 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |