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 5-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 | $9,541 | $46,553-79.5% | $64,056-85.1% | $75,163-87.3% |
| Participation rate | 54.7% | 65.9%-11.2pp | 72.3%-17.6pp | 67.2%-12.5pp |
| Annual return | 19.45% | 26.03%-6.6pp | 33.69%-14.2pp | 160.62%-141.2pp |
| Employer contribution / active EE | $691 | $1,974-65.0% | $2,747-74.8% | $2,670-74.1% |
| Participant deferral / active EE | $1,125 | $2,837-60.4% | $3,880-71.0% | $4,125-72.7% |
| Admin fee / account holder | $296 | $2,952-90.0% | $3,068-90.4% | $5,651-94.8% |