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 | $18,194 | $140,588-87.1% | $123,104-85.2% | $125,391-85.5% |
| Participation rate | 52.4% | 88.2%-35.8pp | 86.8%-34.4pp | 83.2%-30.8pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,779 | $6,041-70.6% | $5,151-65.5% | $4,866-63.4% |
| Participant deferral / active EE | $4,626 | $6,980-33.7% | $6,230-25.7% | $5,352-13.6% |
| Admin fee / account holder | $6 | $11,198-99.9% | $9,015-99.9% | $9,540-99.9% |