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 | $8,571 | $153,311-94.4% | $109,313-92.2% | $273,961-96.9% |
| Participation rate | 31.6% | 80.1%-48.5pp | 71.3%-39.7pp | 83.0%-51.4pp |
| Annual return | 6.44% | 29.86%-23.4pp | 22.07%-15.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $797 | $3,932-79.7% | $3,166-74.8% | $5,287-84.9% |
| Admin fee / account holder | $149 | $8,076-98.2% | $5,666-97.4% | $10,132-98.5% |