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 | $17,030 | $62,586-72.8% | $76,768-77.8% | $64,186-73.5% |
| Participation rate | 65.4% | 72.8%-7.4pp | 77.0%-11.6pp | 69.6%-4.2pp |
| Annual return | -2.00% | -1.95%-0.1pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,504 | $1,832-17.9% | $2,485-39.5% | $2,381-36.8% |
| Participant deferral / active EE | $3,871 | $3,145+23.1% | $3,852+0.5% | $3,470+11.6% |
| Admin fee / account holder | $226 | $4,667-95.2% | $6,675-96.6% | $4,888-95.4% |