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 | $13,777 | $112,881-87.8% | $90,951-84.9% | $158,922-91.3% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 21.61% | 215.79%-194.2pp | 134.60%-113.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $508 | $2,893-82.4% | $2,122-76.1% | $4,761-89.3% |
| Participant deferral / active EE | $1,857 | $4,128-55.0% | $3,373-45.0% | $5,982-69.0% |
| Admin fee / account holder | $7 | $8,041-99.9% | $5,959-99.9% | $11,246-99.9% |