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 | $4,150 | $48,076-91.4% | $78,689-94.7% | $62,891-93.4% |
| Participation rate | 55.6% | 65.2%-9.7pp | 73.6%-18.0pp | 69.3%-13.8pp |
| Annual return | 17.42% | 31.35%-13.9pp | 62.18%-44.8pp | 20.14%-2.7pp |
| Employer contribution / active EE | $359 | $2,015-82.2% | $2,851-87.4% | $2,281-84.3% |
| Participant deferral / active EE | $1,104 | $2,588-57.3% | $3,517-68.6% | $3,203-65.5% |
| Admin fee / account holder | $16 | $3,207-99.5% | $4,510-99.6% | $4,296-99.6% |