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 | $18,061 | $118,680-84.8% | $98,907-81.7% | $158,922-88.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 20.35% | 372.35%-352.0pp | 196.43%-176.1pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,152 | $3,333-65.4% | $2,689-57.1% | $4,761-75.8% |
| Participant deferral / active EE | $1,937 | $5,088-61.9% | $4,244-54.4% | $5,982-67.6% |
| Admin fee / account holder | $61 | $10,131-99.4% | $6,642-99.1% | $11,246-99.5% |