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 | $13,629 | $67,606-79.8% | $82,313-83.4% | $70,131-80.6% |
| Participation rate | 60.2% | 72.8%-12.5pp | 76.9%-16.7pp | 69.5%-9.3pp |
| Annual return | 18.48% | 21.57%-3.1pp | 25.88%-7.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,122 | $1,755-36.1% | $2,428-53.8% | $2,342-52.1% |
| Participant deferral / active EE | $1,833 | $2,987-38.6% | $3,706-50.5% | $3,332-45.0% |
| Admin fee / account holder | $289 | $4,512-93.6% | $5,608-94.9% | $4,645-93.8% |