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 | $11,249 | $95,193-88.2% | $76,523-85.3% | $135,375-91.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -5.24% | 4.85%-10.1pp | -0.27%-5.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $716 | $3,302-78.3% | $2,647-72.9% | $4,779-85.0% |
| Participant deferral / active EE | $884 | $4,639-80.9% | $3,835-77.0% | $5,609-84.2% |
| Admin fee / account holder | $144 | $6,249-97.7% | $4,848-97.0% | $10,827-98.7% |