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 | $12,267 | $202,318-93.9% | $172,739-92.9% | $152,861-92.0% |
| Participation rate | 64.7% | 87.1%-22.4pp | 82.6%-17.9pp | 82.4%-17.7pp |
| Annual return | 23.79% | 1029.65%-1005.9pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,286 | $5,856-78.0% | $5,143-75.0% | $4,762-73.0% |
| Participant deferral / active EE | $2,420 | $5,948-59.3% | $5,198-53.4% | $5,850-58.6% |
| Admin fee / account holder | $17 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |