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 | $8,885 | $88,707-90.0% | $74,183-88.0% | $273,961-96.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.82% | 11.94%-4.1pp | 17.74%-9.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $789 | $3,159-75.0% | $2,370-66.7% | $4,869-83.8% |
| Participant deferral / active EE | $1,650 | $4,212-60.8% | $3,550-53.5% | $5,287-68.8% |
| Admin fee / account holder | $148 | $8,717-98.3% | $5,586-97.3% | $10,132-98.5% |