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 | $4,532 | $67,411-93.3% | $91,001-95.0% | $70,131-93.5% |
| Participation rate | 62.8% | 71.4%-8.6pp | 75.6%-12.8pp | 69.5%-6.8pp |
| Annual return | 31.28% | -40.16%+71.4pp | 4.60%+26.7pp | 73.14%-41.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,768 | $2,823-37.4% | $3,547-50.2% | $3,332-46.9% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |