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 | $7,733 | $45,152-82.9% | $73,843-89.5% | $59,632-87.0% |
| Participation rate | 23.8% | 64.0%-40.2pp | 73.4%-49.6pp | 68.7%-44.9pp |
| Annual return | -2.49% | 27.40%-29.9pp | 2267.84%-2270.3pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,057 | $1,902-44.4% | $2,787-62.1% | $2,203-52.0% |
| Participant deferral / active EE | $2,265 | $2,574-12.0% | $3,583-36.8% | $3,192-29.0% |
| Admin fee / account holder | $285 | $3,516-91.9% | $4,880-94.2% | $4,297-93.4% |