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 | $6,215 | $215,361-97.1% | $171,082-96.4% | $273,961-97.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 9.91% | 25.14%-15.2pp | 32.56%-22.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,126 | $4,967-77.3% | $4,002-71.9% | $4,869-76.9% |
| Participant deferral / active EE | $1,921 | $5,543-65.3% | $4,797-60.0% | $5,287-63.7% |
| Admin fee / account holder | $179 | $10,846-98.4% | $8,520-97.9% | $10,132-98.2% |