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 | $13,398 | $84,233-84.1% | $170,442-92.1% | $70,131-80.9% |
| Participation rate | 55.9% | 70.8%-14.9pp | 83.6%-27.7pp | 69.5%-13.7pp |
| Annual return | 20.63% | 23.06%-2.4pp | 205.93%-185.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $546 | $3,387-83.9% | $5,433-90.0% | $2,342-76.7% |
| Participant deferral / active EE | $1,127 | $3,086-63.5% | $4,939-77.2% | $3,332-66.2% |
| Admin fee / account holder | $68 | $5,698-98.8% | $13,880-99.5% | $4,645-98.5% |