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 | $14,020 | $215,361-93.5% | $171,082-91.8% | $273,961-94.9% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | 2.12% | 25.14%-23.0pp | 32.56%-30.4pp | 41.45%-39.3pp |
| Employer contribution / active EE | $330 | $4,967-93.4% | $4,002-91.8% | $4,869-93.2% |
| Participant deferral / active EE | $909 | $5,543-83.6% | $4,797-81.1% | $5,287-82.8% |
| Admin fee / account holder | $3 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |