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 | $16,658 | $65,365-74.5% | $92,893-82.1% | $72,985-77.2% |
| Participation rate | 58.1% | 68.3%-10.2pp | 76.0%-17.9pp | 69.5%-11.4pp |
| Annual return | 21.59% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $787 | $2,594-69.7% | $3,653-78.5% | $2,440-67.8% |
| Participant deferral / active EE | $1,420 | $3,128-54.6% | $4,236-66.5% | $3,607-60.6% |
| Admin fee / account holder | $71 | $4,251-98.3% | $5,794-98.8% | $5,124-98.6% |