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 | $9,420 | $54,726-82.8% | $68,793-86.3% | $64,186-85.3% |
| Participation rate | 60.0% | 68.0%-8.0pp | 72.2%-12.2pp | 69.6%-9.6pp |
| Annual return | -7.14% | -1.62%-5.5pp | -4.63%-2.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,298 | $1,846-29.7% | $2,625-50.6% | $2,381-45.5% |
| Participant deferral / active EE | $2,032 | $2,626-22.6% | $3,311-38.6% | $3,470-41.4% |
| Admin fee / account holder | $269 | $4,027-93.3% | $5,131-94.7% | $4,888-94.5% |