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 | $18,489 | $211,958-91.3% | $169,463-89.1% | $135,375-86.3% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -6.05% | 3.26%-9.3pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,939 | $5,120-62.1% | $4,159-53.4% | $4,779-59.4% |
| Participant deferral / active EE | $2,581 | $6,075-57.5% | $5,277-51.1% | $5,609-54.0% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |