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 | $9,254 | $103,949-91.1% | $69,182-86.6% | $273,961-96.6% |
| Participation rate | 37.5% | 67.4%-29.9pp | 55.1%-17.6pp | 83.0%-45.5pp |
| Annual return | 8.09% | 35.28%-27.2pp | -21.93%+30.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $104 | $1,783-94.2% | $1,206-91.4% | $4,869-97.9% |
| Participant deferral / active EE | $116 | $2,716-95.7% | $1,897-93.9% | $5,287-97.8% |
| Admin fee / account holder | $75 | $3,671-98.0% | $2,697-97.2% | $10,132-99.3% |