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 | $14,391 | $215,361-93.3% | $171,082-91.6% | $273,961-94.7% |
| Participation rate | 58.3% | 82.0%-23.7pp | 76.7%-18.4pp | 83.0%-24.7pp |
| Annual return | 9.11% | 25.14%-16.0pp | 32.56%-23.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $590 | $4,967-88.1% | $4,002-85.3% | $4,869-87.9% |
| Participant deferral / active EE | $2,355 | $5,543-57.5% | $4,797-50.9% | $5,287-55.5% |
| Admin fee / account holder | $199 | $10,846-98.2% | $8,520-97.7% | $10,132-98.0% |