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 | $9,551 | $84,233-88.7% | $170,442-94.4% | $70,131-86.4% |
| Participation rate | 56.0% | 70.8%-14.8pp | 83.6%-27.6pp | 69.5%-13.5pp |
| Annual return | 22.97% | 23.06%-0.1pp | 205.93%-183.0pp | 73.14%-50.2pp |
| Employer contribution / active EE | $804 | $3,387-76.2% | $5,433-85.2% | $2,342-65.7% |
| Participant deferral / active EE | $1,434 | $3,086-53.5% | $4,939-71.0% | $3,332-57.0% |
| Admin fee / account holder | $262 | $5,698-95.4% | $13,880-98.1% | $4,645-94.4% |