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 | $10,044 | $56,484-82.2% | $169,463-94.1% | $64,186-84.4% |
| Participation rate | 66.7% | 64.5%+2.1pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -7.48% | -1.55%-5.9pp | 1.83%-9.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,158 | $1,832-36.8% | $4,159-72.2% | $2,381-51.4% |
| Participant deferral / active EE | $3,449 | $3,4480% | $5,277-34.6% | $3,470-0.6% |
| Admin fee / account holder | $287 | $4,174-93.1% | $9,109-96.9% | $4,888-94.1% |