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 | $10,350 | $215,361-95.2% | $171,082-94.0% | $273,961-96.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 5.44% | 25.14%-19.7pp | 32.56%-27.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $772 | $4,967-84.5% | $4,002-80.7% | $4,869-84.2% |
| Participant deferral / active EE | $1,489 | $5,543-73.1% | $4,797-69.0% | $5,287-71.8% |
| Admin fee / account holder | $2 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |