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 | $10,614 | $90,503-88.3% | $78,689-86.5% | $273,961-96.1% |
| Participation rate | 58.8% | 76.5%-17.7pp | 73.6%-14.7pp | 83.0%-24.2pp |
| Annual return | 4.35% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,386 | $3,901-64.5% | $3,517-60.6% | $5,287-73.8% |
| Admin fee / account holder | $279 | $5,263-94.7% | $4,510-93.8% | $10,132-97.2% |