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 | $9,607 | $73,867-87.0% | $143,757-93.3% | $68,494-86.0% |
| Participation rate | 67.9% | 66.7%+1.2pp | 80.3%-12.4pp | 67.9%0pp |
| Annual return | -17.94% | 1.01%-19.0pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $511 | $3,184-83.9% | $4,951-89.7% | $2,596-80.3% |
| Participant deferral / active EE | $1,847 | $3,384-45.4% | $5,637-67.2% | $4,027-54.1% |
| Admin fee / account holder | $127 | $5,755-97.8% | $14,673-99.1% | $5,403-97.7% |