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 | $8,085 | $93,071-91.3% | $74,583-89.2% | $273,961-97.0% |
| Participation rate | 58.8% | 74.9%-16.1pp | 68.1%-9.3pp | 83.0%-24.2pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $286 | $3,160-91.0% | $2,525-88.7% | $4,869-94.1% |
| Participant deferral / active EE | $1,875 | $4,160-54.9% | $3,458-45.8% | $5,287-64.5% |
| Admin fee / account holder | $33 | $5,272-99.4% | $4,138-99.2% | $10,132-99.7% |