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 | $14,934 | $50,958-70.7% | $74,550-80.0% | $64,186-76.7% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.1%-29.7pp | 69.6%-30.2pp |
| Annual return | -7.36% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $502 | $1,115-55.0% | $1,961-74.4% | $2,381-78.9% |
| Participant deferral / active EE | $1,210 | $2,301-47.4% | $3,108-61.1% | $3,470-65.1% |
| Admin fee / account holder | $15 | $4,223-99.6% | $5,060-99.7% | $4,888-99.7% |