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 | $7,016 | $45,035-84.4% | $62,995-88.9% | $70,131-90.0% |
| Participation rate | 69.0% | 69.5%-0.6pp | 74.8%-5.8pp | 69.5%-0.6pp |
| Annual return | 12.70% | 18.76%-6.1pp | 87.57%-74.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $651 | $2,051-68.3% | $2,759-76.4% | $2,342-72.2% |
| Participant deferral / active EE | $872 | $2,465-64.6% | $3,329-73.8% | $3,332-73.8% |
| Admin fee / account holder | $104 | $2,834-96.3% | $3,600-97.1% | $4,645-97.8% |