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 | $13,349 | $105,998-87.4% | $92,233-85.5% | $147,584-91.0% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 23.49% | 50.05%-26.6pp | 176.28%-152.8pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,226 | $4,333-71.7% | $3,679-66.7% | $4,876-74.9% |
| Participant deferral / active EE | $1,581 | $4,478-64.7% | $3,897-59.4% | $5,439-70.9% |
| Admin fee / account holder | $157 | $6,332-97.5% | $5,194-97.0% | $10,885-98.6% |