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 | $9,646 | $215,361-95.5% | $171,082-94.4% | $273,961-96.5% |
| Participation rate | 36.4% | 82.0%-45.7pp | 76.7%-40.3pp | 83.0%-46.7pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,106 | $4,967-77.7% | $4,002-72.4% | $4,869-77.3% |
| Participant deferral / active EE | $3,151 | $5,543-43.2% | $4,797-34.3% | $5,287-40.4% |
| Admin fee / account holder | $9 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |