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 | $15,250 | $81,208-81.2% | $98,907-84.6% | $79,858-80.9% |
| Participation rate | 59.5% | 72.5%-13.0pp | 76.0%-16.5pp | 69.6%-10.1pp |
| Annual return | 18.54% | 60.99%-42.5pp | 196.43%-177.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,641 | $3,265-49.7% | $4,244-61.3% | $3,740-56.1% |
| Admin fee / account holder | $182 | $6,013-97.0% | $6,642-97.3% | $5,306-96.6% |