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 | $21,347 | $76,367-72.0% | $93,606-77.2% | $72,985-70.8% |
| Participation rate | 48.5% | 71.7%-23.3pp | 75.8%-27.3pp | 69.5%-21.0pp |
| Annual return | 20.13% | 25.82%-5.7pp | 32.76%-12.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,054 | $2,275-53.7% | $2,718-61.2% | $2,440-56.8% |
| Participant deferral / active EE | $1,501 | $3,538-57.6% | $4,069-63.1% | $3,607-58.4% |
| Admin fee / account holder | $112 | $6,838-98.4% | $7,888-98.6% | $5,124-97.8% |