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 8-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 | $4,859 | $37,426-87.0% | $77,482-93.7% | $79,858-93.9% |
| Participation rate | 46.9% | 41.5%+5.4pp | 54.2%-7.3pp | 69.6%-22.8pp |
| Annual return | 18.78% | 39.70%-20.9pp | 54.79%-36.0pp | 31.71%-12.9pp |
| Employer contribution / active EE | $444 | $637-30.2% | $986-54.9% | $2,471-82.0% |
| Participant deferral / active EE | $650 | $1,260-48.4% | $1,861-65.1% | $3,740-82.6% |
| Admin fee / account holder | $19 | $2,504-99.3% | $2,858-99.4% | $5,306-99.7% |