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 | $10,853 | $90,503-88.0% | $78,689-86.2% | $273,961-96.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 6.87% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $788 | $3,176-75.2% | $2,851-72.4% | $4,869-83.8% |
| Participant deferral / active EE | $1,508 | $3,901-61.3% | $3,517-57.1% | $5,287-71.5% |
| Admin fee / account holder | $30 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |