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 | $9,885 | $211,958-95.3% | $169,463-94.2% | $135,375-92.7% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -3.48% | 3.26%-6.7pp | 1.83%-5.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $462 | $5,120-91.0% | $4,159-88.9% | $4,779-90.3% |
| Participant deferral / active EE | $2,420 | $6,075-60.2% | $5,277-54.1% | $5,609-56.9% |
| Admin fee / account holder | $33 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |