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 | $28,313 | $198,466-85.7% | $170,442-83.4% | $147,584-80.8% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 32.36% | 257.29%-224.9pp | 205.93%-173.6pp | 578.55%-546.2pp |
| Employer contribution / active EE | $1,731 | $6,184-72.0% | $5,433-68.1% | $4,876-64.5% |
| Participant deferral / active EE | $3,749 | $5,629-33.4% | $4,939-24.1% | $5,439-31.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |