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 | $14,781 | $127,386-88.4% | $115,037-87.2% | $125,391-88.2% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -2.56% | 31.28%-33.8pp | 26.14%-28.7pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,306 | $5,166-36.0% | $4,608-28.3% | $4,866-32.1% |
| Participant deferral / active EE | $4,974 | $6,423-22.6% | $6,026-17.5% | $5,352-7.0% |
| Admin fee / account holder | $169 | $9,516-98.2% | $8,175-97.9% | $9,540-98.2% |