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 3-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 | $20,909 | $81,460-74.3% | $103,333-79.8% | $80,856-74.1% |
| Participation rate | 65.4% | 66.8%-1.5pp | 74.5%-9.1pp | 67.6%-2.3pp |
| Annual return | 24.79% | 25.55%-0.8pp | 24.88%-0.1pp | 35.59%-10.8pp |
| Employer contribution / active EE | $2,465 | $3,105-20.6% | $3,868-36.3% | $2,755-10.5% |
| Participant deferral / active EE | $8,684 | $3,869+124.5% | $5,057+71.7% | $4,296+102.1% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |