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 | $19,797 | $228,332-91.3% | $185,823-89.3% | $158,922-87.5% |
| Participation rate | 43.5% | 82.3%-38.8pp | 78.0%-34.6pp | 82.0%-38.5pp |
| Annual return | 21.08% | 40.80%-19.7pp | 35.95%-14.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $589 | $4,967-88.2% | $4,087-85.6% | $4,761-87.6% |
| Participant deferral / active EE | $1,259 | $6,415-80.4% | $5,632-77.6% | $5,982-79.0% |
| Admin fee / account holder | $78 | $11,864-99.3% | $9,500-99.2% | $11,246-99.3% |