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 | $13,976 | $118,680-88.2% | $98,907-85.9% | $158,922-91.2% |
| Participation rate | 55.0% | 77.8%-22.8pp | 76.0%-21.0pp | 82.0%-27.0pp |
| Annual return | 28.84% | 372.35%-343.5pp | 196.43%-167.6pp | 302.83%-274.0pp |
| Employer contribution / active EE | $918 | $3,333-72.5% | $2,689-65.9% | $4,761-80.7% |
| Participant deferral / active EE | $1,270 | $5,088-75.0% | $4,244-70.1% | $5,982-78.8% |
| Admin fee / account holder | $3 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |